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User Roles, Permissions, and Account Settings

You can access and manage your individual user account settings within the LiftPilot platform.

Updated over 2 months ago

Managing Your User Account

You can access and manage your individual user account settings within the LiftPilot platform.

  1. To access your account settings, click on your name and role (e.g., LiftPilot Admin, Admin) located in the bottom left corner of the screen.

  2. From the menu that appears, select Account Settings.

  3. This will open the "Account Settings" window.

  4. In this window, you can update your profile image by clicking Upload Image or Remove Image.

  5. You can also edit your First Name, Last Name, and Email address.

  6. To change your password, you need to enter your Old password, then enter a New password in the Password field and confirm it in the Confirm password field.

  7. Click Save Changes to apply any updates to your account.

Managing Users (Admin Functionality)

If you have the necessary permissions (e.g., Admin role), you can manage other users within your workspace from the Users dashboard.

  1. Access the Users dashboard by clicking Users in the left-hand navigation menu.

  2. The Users dashboard displays a table listing existing users, showing their Names, Email, Last Active date, and Role.

  3. To add a new user, click the New User button in the top right corner of the Users dashboard.

  4. To manage an existing user, locate the user in the table and click the vertical ellipsis (three dots) icon in their row.

  5. From the dropdown menu, you can select Edit or Delete the user.

Adding New User (Admin Functionality)

Administrators can add new users.

  1. From the Users dashboard, click the New User button in the top right corner.

  2. This opens an "Add New User" window.

  3. In this window, you can upload a profile image for the user.

  4. You can add their First Name, Last Name, and Email.

  5. You can set their password by entering it in the Password and Confirm password fields.

  6. You can also choose the user's Role using the dropdown menu. The available roles are 'admin' and 'editor'.

  7. To save the changes, click Add User.

Editing User Details (Admin Functionality)

Administrators can edit the details and roles of other users.

  1. From the Users dashboard, click the vertical ellipsis icon next to a user's entry and select Edit.

  2. This opens an "Edit User" window.

  3. In this window, you can upload or remove a profile image for the user.

  4. You can edit their First Name, Last Name, and Email.

  5. You can set or change their password by entering it in the Password and Confirm password fields.

  6. You can also change the user's Role using the dropdown menu. The available roles are 'admin' and 'editor'.

  7. To delete the user, click the Delete User button in the bottom left of the "Edit User" window.

  8. To save the changes, click Save Changes.

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