How admins can manage team access in BenefitFlow
Team Management for Admins
BenefitFlow makes it easy to manage your users. Admin users can navigate to the upper right corner of the page when logged in, click their name, and access the team management page. Key Features:- No Admin Limits: There are no limits to the number of admins you can have on your account.
- User Overview: View all users, total credit consumption, number of licenses versus open licenses.
- Adding Users: Click the plus button and add the name, email address, role, and optionally a user group for the new user. You can also send bulk invites by uploading a CSV file.
- Removing Users: Click the trash icon next to the user and confirm deletion.
- Editing Users: Click the pencil icon next to a user to:
- Edit contact credit limits for the user.
- Change their role (e.g., from standard user to admin).
- Modify user group assignment.
- Bulk Actions: Select multiple users and use the More Actions button to make changes to several users simultaneously.
- Password Reset: To reset a password, remove the user from the instance and then re-add them. This will trigger a new temporary password for the user.
- User Groups: Create, rename, and manage user groups from the Team Management page.
For more information on the differences between Standard vs. Admin users, check out this guide.