Managing Users

User levels

Users come in two permission levels. Regular and Admin.

• Regular users have restricted access to account settings, billing, and user management.
• Admin users have full access to everything in your account.

Add user

Triggerbee does not have any limits to the number of users you can have in your account, so go ahead and invite every colleague and friend you think might enjoy Triggerbee! There are two approaches to adding a new user to your account.

Inviting through the left menu. This option is useful when you only want to invite someone to the account you are currently in. The user will get the same language settings as you have.

1. Click "Invite user" in the left menu.
2. Enter the email address of the new user and select user permission level.
3. Invite. The user will get an email where they can activate their account and select a password.

Inviting under User Management in Account Settings. This option is recommended when you want to either select any other language than the one you have (our options are English and Swedish), and/or if you want to add the user to multiple accounts. This is also where you edit and delete users.

1. Navigate to My Triggerbee --> Users.
2. Click "Invite User". Enter the name, language, and email address of the new user, and select user permission level.
3. Invite. The user will get an email where they can activate their account and select a password.

Re-invite user

1. Navigate to My Triggerbee --> Users
2. Locate the user you want to invite again and click on that row
3. Click the "Send password reset" button.
4. The user should now get a new email with an invitation link.

Edit permission level on user

1. Navigate to My Triggerbee --> Users
2. Locate the user you want to change permission for.
3. Toggle the Admin button on/off depending on the desired outcome.
4. Save

Add or remove accounts from a user

1. Navigate to My Triggerbee --> Users
2. Locate the user you want to make changes to and click on that row.
3. On the left side, you will see all the accounts that the user has access to. And on the right side, you will see all the accounts you have access to.
4. Use the buttons to add or remove accounts to the user.
5. Save. The user might have to log out/in to have the changes apply. 

Delete user

1. Navigate to My Triggerbee --> Users
2. Click on the menu on the right side of the user you want to delete.
3. Select Delete User and confirm. 

Change password 

1. Navigate to My Triggerbee --> My users
2. Click "reset password". You will now get an email with a reset link
3. Open the link in the email and follow the instructions to set a new password.