Overview

The user needs an invitation and an appropriate access level to access the CleverTap dashboard. The account admin can perform different operations, such as adding a new user, assigning the role to a user, editing the user's current role, etc. from the Settings > Users page.

After the new user is added, the dashboard allows an admin to view the following information about all the users added to the project: Name, Role, Email, User Status, Last Login, and Passcode-Status.

Operations

The account admin can perform different user management operations from the CleverTap dashboard. Each of these operations is described briefly in the following sections.

Invite Users

To invite a new user to the CleverTap dashboard:

1. Navigate to Settings > Users from the CleverTap dashboard.
2. Click + User. On clicking, the Invite users window displays on the right side.
3. Enter the email address and assign the role. For more information about different roles in the CleverTap dashboard, refer to Role-Based Access Control.

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Assign Multiple Roles to a User

You can assign multiple roles to a user if needed. If you assign two system roles to the user, the role with higher precedence is assigned to the user.

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Invite Multiple Users at Once

You can invite multiple users (up to 50) at once by clicking + User from the Invite User window.

4. Click Invite to extend invitations to the email IDs added.

Download User List

You can download the list of all the users by clicking Download as CSV from the Users page.

Edit a Role

You can also edit the role of the user in the future. To do so, click the against the required user and select Edit Role from the list.

For more information about role management, refer to Role-Based Access Control.

Bulk Action For Managing Multiple User Roles

You can assign or unassign roles for multiple users at once. To do so:

1. Navigate to Settings > Users
2. Select the set of users for whom you want to assign or unassign the roles
3. Click the Hat icon.

4. After the Edit Roles window opens, enter the roles you wish to assign to your users in the Assign roles field. Similarly, enter the roles you wish to unassign for your users in the Unassign roles field.
5. After making the required changes, click Continue.

6. Review the bulk changes in user roles and click Save.

Revoke Access

Revoking user access implies that the user no longer has access to the dashboard. To do so, click the against the required user and select Revoke User Access from the list.

Grant User Passcode

Every CleverTap API call requires a passcode to authenticate the API calls. Granting a user passcode helps authenticate the user when making API calls. To grant a passcode, click the icon against the required user and select Grant Passcode from the list.

Select the tenure for which you want to grant the passcode and then click Grant to confirm your action.

For more information about API authentication in CleverTap, refer to Authentication.

Reset Passcode

Reset Passcode generates a fresh new passcode for the user. Post resetting, the user must incorporate this passcode for the APIs. To reset the passcode, click the icon against the required user and select Reset Passcode from the list.

FAQ

Q. How to recover Admin access and assign it to a new user if the original Admin account is deactivated?

A. If your organization’s sole admin account has been deactivated and you no longer have access to it, you can still recover admin access and assign new admin privileges by following these steps:

1. Contact your organization’s IT administrator or domain owner to temporarily reactivate and grant access to the email account of the Project's admin.

2. Once the account is reactivated, use the Forgot Password option on the CleverTap login page to reset the password for that admin user account.

3. After resetting the password, log in to the account and assign admin access to an existing user within your Project or invite a new user with Admin access. This new admin will then have access to the CleverTap dashboard for that project.

4. (Optional) Revoke the former admin's access from the dashboard project.

To prevent similar issues in the future, CleverTap recommends assigning admin roles to at least two users. This ensures that if one admin leaves or becomes unavailable, the other can still manage the project and perform necessary administrative tasks.