--- title: "User Management" canonical: "https://bizcore.refined.site/space/BCKB/1776025629/User%20Management" format: markdown --- > Macro (toc) # **Overview** Biz Core allows subscribers to create and manage as many users as they require, ensuring all workflows can be facilitated within a single subscription. User permissions can be edited, while accounts can be disabled, or deleted as required. > ℹ️ Only users with the Subscription Manager and Editor Roles enabled can create and manage users. --- # **Access User List** Use the sidebar from anywhere inside the Biz Core Portal and navigate to **Subscription → Users**: ![image](media://2e67b326-aa2d-4783-b72e-3fd9e1c7d847) This page will display a list of active and disabled users in the subscription. By default 20 users will be shown per page, this can be adjusted and pages can be navigated by using the bar at the bottom of the page: ![image](media://f0e867ce-c9ed-40ac-aed0-fade79828d78) ## **Search User List** Users can also be found using the search box at the top of the screen: ![image](media://d1e489ea-0366-4c98-ba32-da6b74d3a162) Enter a user’s name or email address and click **SEARCH** to return user accounts matching the criteria. --- # **Create New User** To create a new user, click the **Add User** :plus: icon on the bottom-right of the screen to launch a popup window: ![image](media://8547316a-9c5d-4095-880a-563d1f8db826) Fill out all of the fields to create a user: - **Display Name: **Enter a display name for the user, this will be the name associated with their actions and events within Biz Core. If a user is commonly referred to by a nickname, this could be used here. - **Username: **Enter an email address, this will become the username that the user will log into the Biz Core Portal with. - **Given Name: **Provide the first-name of the user. - **Family Name: **Input the last-name of the user. Click **SUBMIT** to when finished, this will create the user, and send an email to the address set as their username containing their login credentials, including password: ![image](media://e903850b-17b1-4291-8fba-0cdcd97dd9fe) > ℹ️ By default no permissions will be enabled for the user upon creation, check the **Edit User Roles **section below for help with managing roles. --- # **Manage User Profiles** Within the Users section of Biz Core, each account except the Master User can be **Enabled**, **Disabled** or **Removed** by clicking the corresponding icons affixed to each user: ![image](media://a805e222-0355-45a7-a358-3b9a630f6bc8) To further manage each user, including their **Roles** and **Information**, click on the title-name of the user account: ![edit-user-permissions.gif](media://d6c20a20-75ef-4a26-aa18-a416fbdb5fb2) Managing these additional aspects of users is outlined in the sections below. ## **Edit User Roles** Use the toggles in the **Roles** section to enable or disable specific permissions for the user: ![roles-selection.gif](media://3e8e7e04-663b-46c0-a19c-6af4f55f4cd8) Hover over the **Information **:info: icon for details about each role: ![image](media://64375682-a4ae-4b11-a718-a1c51cb09c82) Alternatively, refer to the **User Roles Explained **section below. ## **Edit User Information** To edit the details of a user, click the **Pencil **✏️ icon: ![image](media://44c3490e-e948-49fb-96f7-140a6ce81b7b) Make the required changes to the user’s details then click the **Tick **:check_mark: icon to confirm or the **Cross **:cross_mark: icon to discard them. --- # **User Roles Explained** All of the user roles available are listed below, with their explanation: | **Role** | **Description** | | --- | --- | | Core Read Only | Must be enabled in conjunction with any of the read-only roles. | | User | Must be enabled in conjunction with any of the editor or manager roles. | | Customers Editor | Full access to customer workspace and records. Restricted privileges: can’t merge customer records. | | Customers Manager | Full privileges and access to customer workspace and records. | | Customers Read Only | Read-only access to customers workspace and records. | | Leads Editor | Full privileges and access to leads workspace and records. | | Leads Manager | Full privileges and access to leads reports and can manage lead providers API keys. Full privileges and access to leads workspace and records. | | Applications Editor | Full privileges and access to applications workspace and records. | | Applications Manager | Full privileges and access to lending reports, loan disbursements and can view loan product settings. Full privileges and access to applications workspace and records. | | Lending Manager | Loan management module manager role. Full privileges for the subscription data related to the loan management module. | | Loan Products Manager | Full privileges to manage loan product settings. | | Loans Editor | Full privileges and access to loans workspace and records. | | Loans Manager | Full privileges and access to lending reports, bulk payments and can update loan product templates and workflows. Full privileges and access to loans workspace and records. | | Payments Editor | Full privileges and access to agreements and transactions workspaces and records. | | Payments Manager | Full privileges and access to payments reports and settings. Full privileges and access to agreements and transactions workspaces and records. | | Payments Read Only | Read-only access to agreements and transactions workspaces and records. | | Subscription Editor | Full access to subscription details, users, auditing, and customer portal, external reports and advanced settings. Restricted privileges: can’t update subscription settings, accounts and contacts. | | Subscription Manager | Full privileges and access to subscription details, users, auditing and customer portal, external reports and advanced settings. |