Overview

This guide shows how to add a new user in the Access section of Brand Controls, assign access policies, and manage user details. Use this when onboarding team members or adjusting staff access.

Step-by-Step Instructions

1. Click on the key icon to open the Access page. This icon brings you to the Users and Access policies section.
   
   
    

2. Click on Add new user and a sidebar will appear with all required fields to create a new user.
   
   
    

3. Click New policy to add access policies. You can skip this step if the user doesn’t need a policy right away. Skip to step 7 if you do not want to add policies at this time. 
   
   
    

4. Select one or more locations or location groups. This will display the available access policies.
   
   
    

5. Click on Select Access Policy. Use Select all to assign the policy across all current and future locations. This ensures any new location added to the brand will be included automatically.
   
   
    

6. Click Save Policy. Add more policies if needed
   
   
    

7. Fill in the user’s personal information including first name, last name, email address, job title etc. 
   
   
    

8. Fill out optional extra fields such as About, Hobbies, Instagram Handle etc. 
   
   
    

9. Click Add New User
   
   
    

10. View the new user in the Users table 
    
    
     

11. Click the eye icon to view a user's details 
    
    
    
     

12. Click Edit User to make changes 
    
    
     

13. Click Save Changes or close the dialog 
    
     

14. Click the three dot menu for more options such as Resend welcome email, Change password or Change status. 
     

You can Filer users in the Users Table by:

• Access Policy 
• Location Group 
• Location 
• Status 
   

To remove a filter, click on the x and to search for a user simply use the search bar. 
 

Expected outcome

You’ll see the new user listed in the table, with their access policies and profile details saved. You can edit, filter, or search for them anytime.

Troubleshooting / FAQs

Q: Can I create a user without a policy?

A: Yes. You can add a user and assign policies later.

Q: What happens if I use “Select all” in a policy?

A: The user will automatically get access to any new locations added to that brand.

Q: Why isn’t the photo showing up right away?

A: It may take a few minutes for the profile image to load. Try refreshing the page later.