User Management

This guide covers everything you need to manage users in Studio, from inviting a new user to changing their role or removing their access.

Add a New User

Users can be added directly to a Partner or to an Organization inside a Partner. The number of steps depends on your account level. Partner accounts use a 3-step process, while Organization accounts use a 2-step process.

Add a New Partner User

When adding a user under a Partner, you need to complete three steps. This allows you to assign the user to specific Partners and Organizations.

1
Click Add User

Click Add User from the left sidebar.

2
Fill in General and Access Information

Required fields: First Name, Last Name, Email, Phone Number (select country code from dropdown), Username.

Additional options:

  • Send Invite:
    • If checked: The user receives a verification email with a link that expires in 24 hours. After clicking the link, they will see "Your account has been verified!" and can log in with their credentials.
    • If not checked: The account is created immediately with the password you set. No email is sent. Share the login credentials (Username and Password) with the user manually.
  • Reset Password Upon First Login: Check this to require the user to create a new password on their first login.
3
Assign to Organizations

Assign the user to specific Organizations that the Partner manages and give them Organization-level permissions.

  • Check the box next to each Organization you want to grant access to
  • Assign the role
  • Click Next
4
Assign to Partner

Assign Partner-level permissions to the user.

  • Check the box next to each Partner you want to grant access to
  • Assign the role
  • Click Submit to complete the user creation


Add a New Organization User

To add a user under an Organization account:

1

Click Add User

2

Enter the user details

3

Assign the appropriate role

4

Click Save



When you create a user from inside an Organization, the user is automatically linked to that Organization under a specific Partner.

Send Invitation Rules

RuleDetail
Link expiry24 hours
Duplicate emailError if email is already registered in the same account
Role ceilingYou cannot assign a role with more access than your own

Manage and View Users

Users List

The Users list displays: Name, Role, Phone Number, and Status.

User Profile Information


Edit a User's Role

1

Open the Users list

2

Find the user by using the search bar or filter for faster access

3

Open their profile

4

Select the new role





Rules for Changing Roles

RuleDetail
Permission levelYou cannot assign more access than you have
Predefined rolesAlways available
Custom rolesMust be Active to appear

Edit User Details

1

Open the Users list

2

Open their profile

3

Select Edit User from the top-right

4

Edit the required details

5

Click Save


Deactivate a User

You can set a user's status to Inactive to suspend access without deleting the account.

ActionWhat It DoesCan It Be Undone?
DeactivateSuspends access; data remainsYes
RemovePermanently deletes the userNo

Studio uses Deactivate instead of Delete. This allows you to reactivate a user again whenever needed in just one step.

Deactivate Steps:

1

Open the Users list

2

Find the user

3

From the Actions column, click the three dots (...) then select Deactivate

4

A confirmation pop-up will appear. Click Update to confirm

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