This article provides step-by-step instructions for administrators on how to add new users or manage existing members on the Echo AI platform.
Note: Only admins have the privileges to add, edit, or manage users on the Echo AI platform. Please ensure proper permissions are in place before attempting these actions.
Adding a New User to Echo AI
Log in as an Admin
Ensure you are logged in with an account that has administrative access.Navigate to Settings
Click on your profile icon in the top-right corner of the screen.
Select Settings from the dropdown menu.
Access the Members Tab
In the Settings menu, navigate to the Members tab.
Add a New Member
Click the New Member button located at the top right of the Members page.
Enter the required information for the new user in the provided fields.
Click Save to finalize adding the new user.
Note:
The highlighted information should not be left blank.Please ensure all required fields are completed.
Managing Existing Members
Editing or Updating Member Information:
Locate the User
Use the search box in the Members tab to find the user by their email or name.
Edit Member Details
Once the user is found, click on the ellipses (⋮) on the right side of their name.
Select Edit from the options that appear.
Save Changes
After making the necessary changes, click Save to update the user’s details.
Need More Help?
If you encounter issues or need further assistance, contact our support team for additional help.