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Auction Reference: Adding & Managing Users
Auction Reference: Adding & Managing Users

A simple guide for adding and managing users

S
Written by Svetlana Stoyanova
Updated over a week ago

Owners and Admins can add new users to the application:

1. Click on your profile icon in the top right-hand corner of the screen.

2. In the menu, select Users.

Dashboard

3. Click on + Create New.

4. In the New User Details section, enter the Name, Phone Number and Email. Although not required, you can

also add a photo here to personalize it.

5. The toggle switch for making the user an admin should only be used if the new user will also need to add/manage other users. This role should be limited and not applied to all users.

6. Click Submit to save the new user.

manage users

New users will receive an email requesting they verify their email address. The Verify Email link will allow them to

set their password and log in for the first time. This link expires after one day.

1. Click Verify Email.

2. In the browser page that opens, click Click here to proceed.

3. Enter and confirm the new password and click Submit.

4. Click Log in to use the application for the first time.

5. If the user forgets or desires to reset their password, they can click Forgot password?

verify email
update password

Owners and Admins can manage existing users in the application:

1. Click on your profile icon in the top right-hand corner of the screen.

2. In the menu, select Users.

3. Click on the user you wish to update.

4. Update any necessary information in the User Details.

5. To deactivate the user (remove their access), toggle the Active User switch.

6. Click Submit to save changes.

manage users

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