Summary
User Management is where an Administrator adds people to the organization, gives each of them a role and removes them when they leave. Roles decide which parts of the portal a user can open and what they can change there.Who it’s for
The administrator of a Perform.AI account, usually in e-commerce operations or IT, who onboards colleagues from customer service, logistics, marketing and analytics and needs each of them to see the right things and nothing more.Key benefits
- Access follows the job. Assign a role that matches what the person does, from full administration to view-only customer service.
- Sign-in on your terms. Users sign in with a password that meets the platform’s rules, or through your company’s identity provider when your organization uses single sign-on.
- One place to see who has access. The user list shows every user with their role and whether they have signed in yet.
How it works
Roles
Every user has one role. Only Administrators can open User Management.Signing in
The sign-in page offers a Password tab and an SSO tab. Which tabs work for your users is an organization-level setting.
After five failed password attempts the account is locked, and it stays locked until the user completes a password reset, even if the correct password is entered. The password reset form is protected against automated requests. Perform.AI does not force periodic password changes.
User status
Set up in the portal
Go to Settings > Users. Add a user- Select Add user.
- Enter the user’s email address and select Continue.
- Select a role and select Add.
- Select the user’s email address in the list.
- Choose the new role.
- Select the user’s email address in the list.
- Select Remove.