How to Manualy Add, Edit, and Delete Users

While StackWrap offers automated user syncing through integrations like Google Sheets and Follow Up Boss, there are instances where manually adding or editing users is necessary—such as onboarding a new team member or updating user details. Follow these steps to manage users manually:

1. Navigate to User Management

• From your StackWrap dashboard, click on Settings (bottom left under your Toolbar)
• Click on Users to access the list of current users.

2. Add a New User

• Click the Add User button.

  In the form that appears, enter the following details:

  • First Name and Last Name
  • Email Address
  • Role: Select the appropriate role (e.g., Admin, Agent, Staff).
  • Groups: Assign the user to relevant groups or teams.
• Click Save to create the user profile.

Note: An invitation email will be sent to the new user with instructions to set up their account.

3. Edit an Existing User

• In the Users list, locate the user you wish to edit.

• Click the Edit icon next to their name.

  Update the necessary fields, such as:

  • Name
  • Email Address
  • Role
  • Group Assignments
• Click Save to apply the changes.

4. Deactivate or Reactivate a User

• To deactivate a user (e.g., if they leave the organization):
  • Click the Trash Can icon next to their name.

  • Confirm the action when prompted.

    To reactivate a previously deactivated user:

  • Locate the user in the Deactivated Users list by toggling on Show Deleted Users
  • Click the Reactivate icon.
  • Confirm the action when prompted

Note: Deactivated users will lose access to StackWrap but their data will be retained. Reactivating a user restores their access.

By following these steps, you can effectively manage user access within StackWrap, ensuring your team has the appropriate permissions and information.