Whenever you create a new user in PSAI, you're able to grant or restrict access to specific tools and features. As your company grows with PSAI, you may find that your original settings are no longer optimal based on how your team is actually using the platform.
No problem! You can easily edit your users' access by following the instructions below.
1. Navigate to "Users" Under Account
Click on your account in the bottom left corner of the screen. Then in the pop-up panel, click "Users" under the "Team" category.
2. Click on the User You Want to Update
On your Users page, you'll see a list of all of your company's PSAI users. Click the name of any user to update that user's role and PSAI access.
3. Make Your Changes
On that user's page, you'll see all associated settings. You can change the user's name, title, PSAI access permissions, and more. You can also reset their password from this screen and add a profile image.
Simply use the form fields and checkboxes throughout the page to make the changes you want.
Need more information on user access and permissions? Read more about what the different permissions levels are, as well as how to create and assign custom user roles in PSAI.
4. Save Your Changes
When you're done, be sure to click the "Save" button to save your changes.
The Users page allows you to set individual user roles and restrict access within PSAI. If you want to change which users receive notifications from which apps, then this is not the correct page. Instead, see our instructions on changing lead notification emails.