In this section, Admin or Master users can manage all users linked to the account including inviting new members, assigning roles, enabling/disabling access. This is essential for Demand Partners who want to grant access to other team members for operational or commercial use.
Table Reference - People Overview
| Field | Explanation |
+ New Member | Click here to invite a new user to the platform. You’ll need to enter their email and assign a role. |
Search Filter | Use this field to search users by name or email. |
Team Member Details | Displays the user’s name and email. |
Role | Shows the assigned role (Master, Admin, User, Sales, Tech and Support). Roles determine what permissions a user has within the system. |
Status | Toggle switch to enable or disable a user’s access without removing them entirely. |
Last Login | Displays the most recent login date for each user, helpful for monitoring engagement. |
2FA (Two-Factor Authentication) | Indicates whether 2FA is enabled for the user. |
Action Menu (⋯) | Manage user-specific actions (see details below) |
✨ Tips:
- Only Master or Admin users can invite or manage users.
- Use roles wisely to prevent unauthorized access to sensitive data.
- If a user leaves your organization, you can disable access instead of deleting, preserving user history.
Adding a New Team Member
When you click the ➕ New Member button from the People section, the platform will open the below form. This allows you to add internal team members and configure their role and access permissions based on your organization’s structure.
All fields must be completed to successfully create a new user account.
Table Reference - People
| Field | Explanation |
| Profile | Select the role of the new user:
Each role determines default access levels and module visibility. |
| Name/Surname | Enter the first and last name of the new team member. |
| Email Address | The login email for the user. Must be unique and active. |
| Password | Set a secure password for the user. The user will be able to update it after logging in. |
| Permission Settings | Choose how permissions are assigned:
|
| Once done, click Create Profile. | |
✨ Tips:
- Use the Copy from existing user option to quickly onboard users with the same responsibilities.
- Use specific roles (e.g., Sales, Tech) to clearly separate access to different parts of the system.
- Only Admin or Master users can assign Admin-level roles.
- The new user will appear in the People list after successful creation.
How to Manage a Team Member Access Details
Click the Ellipsis menu next to any team member to access the following:
| Option | Function |
| Update Details | Edit the user’s name, email, or profile settings. |
| Permission | Manage detailed access by product area and section (e.g. View/Edit rights) |
| Region (Sales Role) | Assign product access per country or region (via the Region Management tool) ℹ️ info icon beside the region will show the segment if its assigned. |
Permission Breakdown
After setting up a new team member, Admin or Master users can assign specific permissions by product and/or settings. This ensures each user only sees or edits what’s relevant to their role.
Below is a breakdown of the Team Permission interface:
| Field/Label | Function |
Access Toggle | Enables or disables the user’s access to the specific product. If toggled off, the user cannot view or interact with any sections stated. |
Section | Lists the available functional areas: Settings, Sandbox, Production, and Reporting. Each section represents a module within the specific product. |
+ Icon | Click to expand each section and view more detailed settings (e.g., endpoints, configuration tools, etc.). |
Permission Controls | Choose the level of access for each section:
|
Region Management
This section lets Admin/Master users restrict or grant access to specific products based on country or region. It’s useful when you want to limit user visibility to selected markets or product segments.
Table Reference - Region Management
| Field/Label | Function |
| Region/Country List | Displays a list of countries grouped by continent. You can scroll through and configure settings per country. |
| Segment Dropdown | Click the dropdown next to each country to assign one or more product access levels:
|
| Info Icon | Hover to see additional details about each segment, such as its usage or access rules. |
✨ Tips
- This tool only applies if you want to implement restrictions otherwise, access is unrestricted by default.
- You can assign multiple segments per country if needed.
- Use this feature to match team access with their sales or account responsibilities.