Overview

In the User Management section of your partner admin portal, you will have the ability to see the list of users, add users, change the payment tier of individual users, and view additional details about each user.

Creating a new user

To add a user, click the + Add a User button. You will then see a screen like the one below:

When you enter the email and click Add User, that user will receive an email with their username and password which they can use to log in.

• Select the “Standard” user type for regular users of the program.
• Select the “Admin” user type for administrators who can both add new users of any type, and modify the white-labeled heyLibby (branding, logos, etc.). This should ONLY be used for your own employees.
• Select the “Editor” user type for sales or elevated users who can NOT edit the design, but can add new users.
• For payment tier, you can select Basic Plan, Plus Plan, or none (which will default to the basicFree trial for 14 days and then downgrade to Free)

Viewing User Details

From the partner admin, User Management section, you can search for a user, select a user, see details of that user, and update some account information. Here are the features you can do: