Manage Users

This term refers to both RocketLevel’s clients and RocketLevel’s team members, who help clients with setting up accounts, in Admin Portal. They are differentiated by which user groups and roles they are assigned to.

Locate the Users

1. Go to app.rocketlevel.com/admin

2. Log in with your account

3. Navigate to the top 3 menu tabs in the center and click Users tab

Create a user

1. On the Users page, click the Add New User on the right.

   • Only members with permission to create/edit a user are able to see the button.

2. Enter values in required fields and click Add User.

   
3. Once successfully created, the new user is shown in the table.

4. A welcome email is sent to the registered email with temporary login credentials.

   
5. The new user can use these credentials to sign in Admin portal.

6. Once successfully signed in, the user is recommended to reset password for security purpose.

Edit a user

1. On the Users page, locate the user that you want to edit and click the Edit button at the end of the row.

2. A panel slides in from the edge with all the details about that user.

   
3. Edit the user’s info in the panel.

4. Click Save Changes to finish.

Bulk move users to a user group

1. On the Users page, click Bulk Action on the left and select Move users to a group

   
2. Select the users that you want to move

   
3. Click Move [number] users

4. A dialogue will pop up and from there, select the new user group for the selected users

   
5. Click Move to finish.

Delete a user

1. On the Users page, locate the user you want to delete and click Delete.

2. The Delete confirmation dialogue pops up

   
3. Click Delete and the user is successfully deleted.

Bulk delete users

1. On the Users page, click Bulk Action on the left and select Delete users

   
2. Select the users that you want to delete

   
3. Click Delete [number] users

4. The Delete confirmation dialogue pops up

5. Click Delete and the users are successfully deleted.