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Manage Users in Peikly

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Table of Contents

Manage Users in Peikly #

Managing users in Peikly allows you to add team members, assign roles, and control who can access different features in your organization.

This is essential for maintaining security, organizing responsibilities, and ensuring smooth collaboration.

When to Use User Management #

Use this feature when you need to:

  • Add new team members to your account
  • Control access to features like Email, WhatsApp, or Workflows
  • Remove or deactivate users who no longer need access
  • Assign responsibilities across your team

Before You Start #

Make sure:

  • You have CompanyAdmin access
  • Your subscription plan allows adding more users
  • You understand the difference between roles (see the User Roles & Permissions Guide)

How to Add a New User #

To manage users in Peikly and add a new team member:

  1. Go to Settings → Users
  2. Click Add User
  3. Enter user details:
  • Full name
  • Email address
  1. Select a role:
  • CompanyAdmin
  • TenantUser
  1. Assign permissions (if applicable)
  2. Click Save

The user will receive an invitation email to access the platform.

How to Edit a User #

To update user details or permissions:

  1. Go to Settings → Users
  2. Select the user from the list
  3. Click Edit
  4. Update:
  • Role
  • Permissions
  • Status
  1. Click Save

Changes are applied immediately.

How to Deactivate or Remove a User #

If a user no longer needs access:

  1. Go to Settings → Users
  2. Select the user
  3. Click Deactivate or Delete
  4. Confirm the action

What Happens After Removing a User #

  • The user can no longer log in
  • Existing data (contacts, campaigns, messages) remains محفوظ
  • Assigned items stay in the system unless reassigned

Permissions and Access Control #

  • CompanyAdmin
  • Full access to all features
  • Can manage users and settings
  • TenantUser
  • Limited access based on assigned permissions
  • Cannot access restricted features unless granted

For detailed permission rules, see the
👉 User Roles & Permissions Guide

Common Issues #

Cannot Add a New User #

Possible reasons:

  • User limit reached
  • Missing CompanyAdmin permission

Solution:

User Cannot Access a Feature #

Possible reasons:

  • Missing permission
  • Role restrictions

Solution:

  • Edit the user and enable the required permissions
  • Review role access in the permissions guide

Best Practices #

  • Assign CompanyAdmin only to trusted users
  • Use TenantUser for operational roles
  • Regularly review active users
  • Remove unused accounts for security

Related Guides #

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