Editing user permissions, license information, groups, and login assistance like resetting a password are all very important features and all of them are managed within your account.

To Manage Users, a Full license is required along with the User Permission of “User Management”

To begin please access your Navigation menu by clicking on the menu expansion button in the top left. when the menu expands please click on the "all features" button.

Within the "All Features Menu" under your "People" tab select "Users"

You will now be looking at your user menu, you should see a list of all users on the account including:

When you click on the question mark button directly to the right where you see the License Count, you get a full tooltip (see next screenshot for an example):

To Edit a single user: To edit a user simply begin by hovering over their name this will highlight the user in a darker gray and three icons will appear on the right of this information those icons can be clicked on to do the following:

#1 Reset Password Email: This sends an email to help a user create a new password for their user profile.

#2 Create Access Link: This will generate a link that when clicked will automatically access that user's account with no login needed.

#3 Delete User: This will remove the user from the account entirely.

This page is also used for Creating new users with the Add User Button located in the top right.

This is where you can create and edit user login IDs and their display names.

This section has a drop-down menu you can optionally use to select the profile that you wish to apply to or change for this user, and enter profile information for the user (i.e. phone number, email address, job title, department, etc.).

This drop-down menu is used for selecting a security policy or removing a policy

This section is for selecting a user license to use with the user.

User Permissions are managed here, you can select a pre-created bundle based on the type of user they are, Or you can create a custom set of permissions to maximize efficiency of a users access. This option is only applicable for Full and Essential Licenses

This section will show you any groups that this user can be applied to this will make them inherit the behavior and permissions of the group.

All locations this user has access to will be listed here unless they are permissions inherited by a group. You can edit these permissions by checking and Unchecking the boxes next to each item

This section is to finalize any edits made to a user account or Copy Permissions (see next step).

If you want to copy the permissions of a User to a New or Existing Group, click on “Copy Permissions” and you will see options to either create a new Group or apply the permissions from this user to an existing Group. There is also a checkbox to remove this user’s permissions. An example of where this option is a valuable solution is when an employee (who is a user in Revver) leaves the organization, and a new user will take over their role, this option is a quick and easy way to offboard the departing employee while also efficiently providing the new employee with all the permissions they need to operate within Revver in the role they are taking over.

Related Articles

New User Creation | Revver Help Center

User System Permissions and What They Indicate | Revver Help Center

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