User Management

This guide explains how to add, remove, and manage users in your TapeAlert partner account.

Adding Users

Prerequisites

To add users, you must:

  • Have Partner Admin privileges
  • Have available user slots in your subscription plan

Adding a New User

  1. Navigate to Partner Administration
  2. Click the Add User button
  3. Enter the new user’s email address
  4. (Optional) Provide the user’s name
  5. Choose whether to make them an admin by checking the Make this user an admin box
  6. Click Add User

User Verification Process

After adding a user:

  1. The system sends an invitation email to the new user
  2. The email contains a verification link
  3. The user must click this link to verify their account and set up access
  4. Until verification is complete, the user’s status will show as “Pending”
  5. After verification, the status changes to “Verified” and the user can access your partner account

Resending Invitations

If a user hasn’t received or has lost their invitation:

  1. Go to Partner Administration
  2. Find the user in the list
  3. Click the Resend Invitation button next to their name

Managing Existing Users

Viewing User List

To view all users in your partner account:

  1. Navigate to Partner Administration
  2. The user list displays:
    • User name
    • Email address
    • Verification status
    • Role (Admin or User)
    • Number of organizations they have access to
    • Date added

Promoting to Admin

To make a regular user an admin:

  1. Navigate to Partner Administration
  2. Find the user in the list
  3. Click the Make Admin button
  4. Confirm your choice

Removing Admin Privileges

To demote an admin to a regular user:

  1. Navigate to Partner Administration
  2. Find the admin user in the list
  3. Click the Remove Admin Role button
  4. Confirm your choice

Note: You must always have at least one admin user in your partner account.

Removing Users

Removing a User

  1. Navigate to Partner Administration
  2. Find the user you want to remove
  3. Click the Remove button
  4. Confirm the removal

What Happens When a User is Removed

When you remove a user:

  • They immediately lose access to your partner account
  • They receive an email notification about the removal
  • Their user preferences and settings are deleted
  • Any personal API keys they created are revoked
  • Organization access permissions are removed

Self-Removal Restrictions

You cannot remove yourself from a partner account. If you need to:

  • Transfer ownership to another admin first
  • Contact support to remove yourself from the account

User Limits

Each subscription plan includes a specific number of user seats:

  • Trial: 1 user
  • Standard: 1 user
  • Professional: 5 users
  • Enterprise: Custom number of users

If you need more users than your plan allows:

  1. Navigate to Partner Administration > Account & Plan
  2. Upgrade your subscription to a plan with more users
  3. Or contact sales for a custom plan with your specific user requirements

Audit Log

Partner admins can view an audit log of user management activities:

  1. Navigate to Partner Administration
  2. Click the Audit Log tab
  3. The log shows:
    • User additions and removals
    • Role changes
    • Login activities
    • Failed login attempts

The audit log helps you monitor account security and track administrative changes.

Best Practices

  • Regular Audits: Periodically review your user list to remove inactive users
  • Proper Roles: Only grant admin access to users who truly need it
  • Prompt Offboarding: Remove users as soon as they no longer need access
  • Verification: Follow up with users who haven’t verified their accounts
  • Documentation: Maintain an internal record of who has access and why

Troubleshooting

User Can’t Access the Account

If a verified user reports access issues:

  1. Check if their email address is correct in the system
  2. Verify their account status is “Verified”
  3. Ask them to clear browser cookies and try again
  4. If needed, remove and re-add the user

User Didn’t Receive Invitation

If a user doesn’t receive their invitation:

  1. Check spam/junk folders
  2. Verify the email address is correct
  3. Use the Resend Invitation function
  4. If problems persist, try removing and adding the user again with a different email address

Next Steps