Please refer to the following screenshots for detailed instructions on navigating to the User Management section:


1. Click on the Menu Button on the top left corner of your screen.




2. Click on the Account Settings.





3. Click on Teams and then click on the Manage Box .





Note: The page below shows the information of each user, including their status, RoleOTP Admin, and Email.



4. To edit a user's role and status click on the edit icon screenshot below.






5. From this window, you can perform the following user management actions: -


1. User Info

  • Display Name: The full name of the user (read-only).

  • Email: The user's email address used for system login and communication (read-only).

2. Role & Status

  • Role: Select the user's role from the dropdown menu (e.g., Admin, User).
    Optional checkboxes, such as OTP Admin, may appear based on the role configuration.

  • Status: Set the user’s current status (e.g., Active, Inactive) using the dropdown.

3. Team Assignment

  • Main Team: Assign the user to a primary team using the dropdown list.

  • Assign User to Multiple Teams: Add the user to additional teams by typing and selecting from the available list.

4. Security Section

  • Reset User Password:
    Click Reset Password to enforce a password reset.




6. To add a new user, please follow the steps below to complete the process: