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How to add/edit users

Justin Tilley avatar
Written by Justin Tilley
Updated over 2 weeks ago

In Eagle, you can create users and update user permissions in the user management area.

Note: Only the account owner can add new users. Users who have been granted 'user permissions' can edit users but not create new users.

Adding a user

  1. Go to 'Settings' (top right corner)

  2. In the left menu, click 'Users' (if you can't see this page it means you don't have permission to manage users, contact your account owner to update your permissions)

  3. If you have reached your user limit, click 'Increase user limit' to increase your plan limit

  4. Click 'Add New'

  5. Enter the users name, email and password

  6. Select the permissions you would like the user to have

  7. Click the submit button

Editing a user

  1. Go to Settings > Users and you will see a list of users in your account

  2. Click "Edit" on the user you wish to update

  3. Make any changes you like and then click submit


Deleting a user

(Available to root/admin users and those users with the permission to delete other users)

  1. Go to Settings > Users and you will see a list of users in your account

  2. Click "Delete" on the user you wish to update

  3. Make any changes you like and then click submit

Note: When deleting a user, the system shows a message:

'This user may have contacts, tasks, events, automations, appraisals, segments and posts assigned to them. Who would you like these to be assigned to?'

You then have the option to 'Leave them as they are', or else assign them to another user using the drop-down arrow.


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