Presentation of the user and group management dashboard

To access the management of your users and user groups, log in to your Sarbacane account, and then click on your avatar at the top right.

You will be redirected to your account settings.

Click on the "Manage users" section to access the user and user group management dashboard.

Please note that this section is only accessible to administrators and the account owner. If you do not see this section, it means you have the "User" role and do not have the permissions to manage account access and user rights.

Understanding the User Dashboard

The dashboard consists of two tabs:

• A "Users" tab
• A "Groups" tab

The Users Tab

Overview

A sentence summarizes the number of users with access to your account and the number of pending invitations.

Search Field

A search field allows you to filter the list of users by name.

"Invite" Button

In the central part of the user management table, you will find a button on the right that allows you to invite new users to join your account.

To invite a new user:

• Click on the "Invite" button from the user management dashboard.
• Create or select the group to which you want the new user to be attached.
• In the next step, select the role you want to assign to the new user and provide the required information to create their profile.
• The last step allows you to assign one or more licenses to the invited user, thereby specifying which applications the user should/can access.
• Then click on "Send Invitation."

The invitation will be pending until the invited user accepts it. If the invitation remains pending for too long, you can resend the invitation from the action menu of the invited user's card.

User Card

In the central part, you will see a list of all users linked to your account. Each user is represented by a dedicated card.

The Groups Tab

Overview

A sentence summarizes the number of groups you have access to. If you are the owner or administrator of the account, you will necessarily have access to all the account's groups.

Note that when you first log in, a default group contains all your users. You can create new groups to organize users as needed by clicking the "Create a group" button.

Administrators and the account owner cannot be assigned to a group and have access to all resources (campaigns, lists, forms, etc.) of the account. Only users can be assigned to groups.

A user can only belong to one group. By default, they share their resources with all users in their group, as well as with the administrator(s) and the account owner.

Group Card

In the central part, you will see a list of all the groups linked to your account. Each group is represented by a dedicated card. A context menu located on each group allows you to:

• Manage group settings via the "Manage" button:
  1. "Users" tab: This tab allows you to add a new user, transfer members from one group to another, and manage each user's permissions.
  2. "Usage" tab: This tab allows you to set a limit for sending emails and/or SMS for a group of users.
  3. Edit button to the right of the group name: This button allows you to rename the group.
• Delete a group via the delete button: This button allows you to delete the group and transfer the data and members belonging to that group to another group.

When a group is deleted, the user accounts in the group are not deleted. Users who are members of the group must first be transferred to a new group. Users transferred to a new group will have access to resources shared with that group (campaigns, email templates, contact lists, forms, pages, blacklists). They will retain the rights that the administrator previously granted to them (sharing, campaign sending, contact export). Deleting a group is only possible if it is not the last existing group.

Now you have all the information you need to manage the users of your account and their permissions.