Users can create, manage, and delete their accounts in the app.
Create an account
User's account is created when they log in to the app for the first time.
While going through an onboarding process in the app, a user enters their personal information such as name, surname, phone number, and an optional "About" field.
If the user was invited by an administrator, the personal information fields are prefilled with the data the administrator entered on the "New invitation" page, but the user has the option to edit it.
Manage user account
User information can be divided into three distinct categories and can be edited by user, or administrator in the following way:
Category | Definition | Edited by the user (account owner) | Edited by the administrator |
Personal information | User's name, email, phone number, "About" field, and privacy settings | ✓ |
|
Membership information | Billing details, subscription, company, credits balance, and bookings | ✓ (billing details, bookings) | ✓ (subscription, company, billing details, credits balance) |
Notes | Additional details about users or companies that are visible only to administrators |
| ✓ |
As an administrator
Upon creating an account, the user takes over account management. Meanwhile, administrators can still manage user's membership information and add notes to each users' accounts.
Manage notes
We recommend using the "Notes" field to add all the additional details you want to keep visible only to your team. For example, specify the member's unique needs for the office, attach the link to the contract with a member, etc.
To manage the notes, go to Community > select a customer > locate the "Notes" field and enter the necessary information.
Where to find users' information
Administrators can view the users' personal information by opening a user's profile on the Community page. Also, administrators can quickly open the users' profile by pressing on the user's name or profile photo on any page (e.g., from the user's ticket on the Support page).
As a user
Upon creating an account, the user takes over their account management. Each user has a unique user profile where only they can manage the following personal information:
First name
Last name
Email
Phone number
"About" field
Privacy settings (setting of the phone number, email, name on the bookings, and booking titles visibility to other app users)
Administrators cannot make changes to the user's personal information as users are solely responsible for managing their data.
To modify their personal information, users follow the steps below:
Click on their profile picture in the bottom left corner to open the Account page.
Go to the Name, Phone Number, About page to change their name, phone number, and "About" field.
Go to the Privacy and Security page to change their email and privacy settings.
By default, the privacy settings set the visibility of a user's name and booking title to "Company Members" and the visibility of a user's email and phone number to "Administrators." If users decide to change their privacy settings, their personal information will become visible to other members of the app. Only users themselves are responsible for this since administrators are not able to change users' privacy settings.
Delete an account
If a user decides to leave the app, they can delete their account by navigating to Account > Privacy and Security > tapping Delete.
Administrators cannot delete user accounts. Only the users themselves can delete their accounts.