{"id": 135, "date": "2024-08-12T14:24:25", "date_gmt": "2024-08-12T14:24:25", "guid": {"rendered": "/?post_type=docs&#038;p=135"}, "modified": "2024-08-14T13:58:46", "modified_gmt": "2024-08-14T13:58:46", "password": "", "slug": "how-to-manage-users-on-EchoRivo", "status": "publish", "type": "docs", "link": "/docs/how-to-manage-users-on-EchoRivo/", "title": {"rendered": "How to Manage Users on EchoRivo"}, "content": {"rendered": "\n<p class=\"wp-block-paragraph\">On EchoRivo it is possible to have multiple users with defined roles and relevant permissions. You may select the product(s) the user can access to as well as to create teams and departments for your users.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>In order to be able to create a Team or a Department, it is required to have access to&nbsp;<strong>Business</strong>&nbsp;or&nbsp;<strong>Enterprise</strong>&nbsp;plans.</strong><br>This tutorial will show how to invite users and manage the user list.</p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-steps-to-invite-a-user\">Steps to invite a user</h3>\n\n\n\n<p class=\"wp-block-paragraph\">From your&nbsp;<strong>EchoRivo Dashboard</strong>&nbsp;open the&nbsp;<strong>Settings tab</strong>&nbsp;and click&nbsp;<strong>User management</strong>.</p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"380\" data-src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_z8obqc-1024x380.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\" class=\"wp-image-346 lazyload\"/><noscript><img decoding=\"async\" width=\"1024\" height=\"380\" src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_z8obqc-1024x380.png\" alt=\"\" class=\"wp-image-346\" srcset=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_z8obqc-1024x380.png 1024w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_z8obqc-300x111.png 300w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_z8obqc-768x285.png 768w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_z8obqc-360x134.png 360w, /__assets/brand-media/help.echorivo.com/wp-content/uploads/2024/08/image_z8obqc.png 1364w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" /></noscript></figure>\n\n\n\n<p class=\"wp-block-paragraph\">From the&nbsp;<strong>Users</strong>&nbsp;section click&nbsp;<strong>Invite user</strong>&nbsp;and fill in the following information. After, click&nbsp;<strong>Invite</strong>.</p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Email:</strong>&nbsp;insert the email of the user you want to invite<br><strong>Products:</strong>&nbsp;select the product(s) the user will relate to.&nbsp;<br><strong>Role:</strong>&nbsp;select the relevant role for the user or else create a new one if needed.</p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"325\" data-src=\"/wp-content/uploads/2024/08/users-EchoRivo_bxdfo5-1024x325.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\" class=\"wp-image-347 lazyload\"/><noscript><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"325\" src=\"/wp-content/uploads/2024/08/users-EchoRivo_bxdfo5-1024x325.png\" alt=\"\" class=\"wp-image-347\" srcset=\"/wp-content/uploads/2024/08/users-EchoRivo_bxdfo5-1024x325.png 1024w, /wp-content/uploads/2024/08/users-EchoRivo_bxdfo5-300x95.png 300w, /wp-content/uploads/2024/08/users-EchoRivo_bxdfo5-768x244.png 768w, /wp-content/uploads/2024/08/users-EchoRivo_bxdfo5-360x114.png 360w, /wp-content/uploads/2024/08/users-EchoRivo_bxdfo5.png 1365w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" /></noscript></figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>In order to select a role for the user, ensure to create a role beforehand as explained here.</strong></p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-steps-to-customize-the-users-list\">Steps to customize the users&#8217; list</h3>\n\n\n\n<p class=\"wp-block-paragraph\">As soon as the invite is sent, the user will appear on the users&#8217; list with the&nbsp;<strong>Pending</strong>&nbsp;status.</p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" data-src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_tqh6jn-1024x534.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\" class=\"wp-image-349 lazyload\"/><noscript><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_tqh6jn-1024x534.png\" alt=\"\" class=\"wp-image-349\" srcset=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_tqh6jn-1024x534.png 1024w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_tqh6jn-300x157.png 300w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_tqh6jn-768x401.png 768w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_tqh6jn-360x188.png 360w, /__assets/brand-media/help.echorivo.com/wp-content/uploads/2024/08/image_tqh6jn.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" /></noscript></figure>\n\n\n\n<p class=\"wp-block-paragraph\">A confirmation email will be sent to the user&#8217;s email for approval.</p>\n\n\n\n<p class=\"wp-block-paragraph\">As soon as the user accepts the invitation, they need to insert First and Last names, set the password and press&nbsp;<strong>Activate</strong>.</p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"881\" height=\"452\" data-src=\"/__assets/brand-media/help.echorivo.com/wp-content/uploads/2024/08/image_18qt3p7.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\" class=\"wp-image-350 lazyload\"/><noscript><img loading=\"lazy\" decoding=\"async\" width=\"881\" height=\"452\" src=\"/__assets/brand-media/help.echorivo.com/wp-content/uploads/2024/08/image_18qt3p7.png\" alt=\"\" class=\"wp-image-350\" srcset=\"/__assets/brand-media/help.echorivo.com/wp-content/uploads/2024/08/image_18qt3p7.png 881w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_18qt3p7-300x154.png 300w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_18qt3p7-768x394.png 768w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_18qt3p7-360x185.png 360w\" sizes=\"(max-width: 881px) 100vw, 881px\" /></noscript></figure>\n\n\n\n<p class=\"wp-block-paragraph\">Once the user&#8217;s account is activated, the user status will change from&nbsp;<strong>Pending</strong>&nbsp;to&nbsp;<strong>Active</strong>&nbsp;and it will be possible to edit or delete the user role if needed.</p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"287\" data-src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_azwo47-1024x287.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\" class=\"wp-image-351 lazyload\"/><noscript><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"287\" src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_azwo47-1024x287.png\" alt=\"\" class=\"wp-image-351\" srcset=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_azwo47-1024x287.png 1024w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_azwo47-300x84.png 300w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_azwo47-768x215.png 768w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_azwo47-360x101.png 360w, /__assets/brand-media/help.echorivo.com/wp-content/uploads/2024/08/image_azwo47.png 1359w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" /></noscript></figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>The invited users&#8217; list can be checked from the&nbsp;<strong>User Management</strong>&nbsp;section of the&nbsp;<strong>Settings tab</strong>. The list includes the data of the users for all available products.</strong><br><strong>In order to see the users&#8217; list for the exact product, it is required to open the&nbsp;<strong>Products settings</strong>&nbsp;of the appropriate product&nbsp;from the&nbsp;<strong>Settings tab</strong>&nbsp;and navigate to the&nbsp;<strong>User access</strong>&nbsp;section.</strong></p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"376\" data-src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_frrg80-1024x376.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\" class=\"wp-image-352 lazyload\"/><noscript><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"376\" src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_frrg80-1024x376.png\" alt=\"\" class=\"wp-image-352\" srcset=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_frrg80-1024x376.png 1024w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_frrg80-300x110.png 300w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_frrg80-768x282.png 768w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_frrg80-360x132.png 360w, /__assets/brand-media/help.echorivo.com/wp-content/uploads/2024/08/image_frrg80.png 1365w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" /></noscript></figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" data-src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_17gqwpc-1024x534.png\" src=\"data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" alt=\"\" class=\"wp-image-353 lazyload\"/><noscript><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"534\" src=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_17gqwpc-1024x534.png\" alt=\"\" class=\"wp-image-353\" srcset=\"/__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_17gqwpc-1024x534.png 1024w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_17gqwpc-300x157.png 300w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_17gqwpc-768x401.png 768w, /__assets/brand-media/edited-variants/help.echorivo.com/wp-content/uploads/2024/08/image_17gqwpc-360x188.png 360w, /__assets/brand-media/help.echorivo.com/wp-content/uploads/2024/08/image_17gqwpc.png 1366w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" /></noscript></figure>\n\n\n\n<p class=\"wp-block-paragraph\">That&#8217;s it! Those were the options to manage your EchoRivo users.</p>\n", "protected": false}, "excerpt": {"rendered": "<p>On EchoRivo it is possible to have multiple users with defined roles and relevant permissions. You may select the product(s) the user can access to as well as to create teams and departments for your users. In order to be able to create a Team or a Department, it is required to have access to&nbsp;Business&nbsp;or&nbsp;Enterprise&nbsp;plans.This [&hellip;]</p>\n", "protected": false}, "author": 1, "featured_media": 0, "comment_status": "open", "ping_status": "closed", "template": "", "meta": {"footnotes": ""}, "doc_category": [14], "doc_tag": [], "class_list": ["post-135", "docs", "type-docs", "status-publish", "hentry", "doc_category-team-management"], "year_month": "2026-10", "word_count": 356, "total_views": "275", "reactions": {"happy": "0", "normal": "2", "sad": "0"}, "author_info": {"name": "mehedi@99robots.com", "author_nicename": "mehedi99robots-com", "author_url": "/author/mehedi99robots-com/"}, "doc_category_info": [{"term_name": "Team Management", "term_url": "/docs-category/team-management/"}], "doc_tag_info": [], "yoast_head": "<!-- This site is optimized with the Yoast SEO plugin v28.5 - https:\\/\\/yoast.com\\/product\\/yoast-seo-wordpress\\/ -->\n<title>How to Manage Users on EchoRivo - EchoRivo</title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" />\n<link rel=\"canonical\" href=\"/docs/how-to-manage-users-on-EchoRivo/\" />\n<meta property=\"og:locale\" content=\"en_US\" />\n<meta property=\"og:type\" content=\"article\" />\n<meta property=\"og:title\" content=\"How to Manage Users on EchoRivo - EchoRivo\" />\n<meta property=\"og:description\" content=\"On EchoRivo it is possible to have multiple users with defined roles and relevant permissions. 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