Managing Users in the Admin Console

The user section in the admin console gives you an overview of all users who are directly connected to Weflow.

Please note: if you use an integration user for managing activity capture, then these users will not show up here.

You can add new members by clicking the '+Add new member' button in the top right corner

Weflow users can have two separate permissions assigned: 1.) Member, and 2.) Admin.

As an admin, users have access to the admin console.

As a member, users cannot access the admin console.

You can change the permissions at any time.

Each Weflow user can have one profile assigned to them.

Profiles are useful to create user groups e.g. 'Account Executives', 'Leadership', etc.

Profiles can then be used to quickly manage pipeline views, sidebar templates and other settings for these user groups.

By clicking the three dot menu on the right side, you can access additional settings.

Here you deactivate users to restrict access to Weflow.

Users cannot be deleted, however they can be deactivated and re-activated.

Deactivated users cannot access Weflow anymore

If you accidentally deactivated yourself, ask an admin to re-activate you or reach out to [email protected]

By clicking the three dot menu on the right side, you can access additional settings.

Here you can re-send an invite for a pending user who has not accepted their invite yet.