Overview

User management allows administrators to add new users, update user information, and manage account access within Greet.

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Access User Management

1. Sign in to Greet and confirm that Admin mode is enabled
2. In the left navigation menu, select User Management under the Administration section

The user management page displays all users configured for the account, including:
     • Name
     • Email Address
     • Role
     • Active Status
     • SMS enrollment status
     • Last login data

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Add a User

1. Select +Add User (found in the top right corner)
2. Enter the user's information, (email address should be unique)
3. Assign the appropriate role and access settings
4. Save the new user record

The email address serves as the user's login identifier and cannot already exist within the account.

 Edit User Information

User details can be updated at any time through the user management page.

Common updates include:
  • Name changes
  • Email address changes
  • Role assignments
  • Contact information
  • Access Settings

After saving, changes take effect immediately.
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Deactivate or Reactivate User

User access can be managed without permanently removing the acount.

• Deactivate a user to prevent access while preserving account history.
• Reactivate a user to restore acces when needed.

This approach helps maintain historical records while ensuring access remains current.
 

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For a complete walkthrough, please refer to the training video below:
How to Add or Edit a User in Greet