How to Manage Users

There are three types of RetentionX users: Owner, Admin, and Collaborator. Let’s break them down:

1. Owners have access to the company settings. Additionally, owners are the ones who can add Admins.
   
   
2. Admins have access to the company settings and can make changes to a RetentionX account which affects all users.
   
   
3. Collaborators have read-only access to your RetentionX account. Collaborators cannot make changes to an account that will affect other users and cannot access the admin area, create segments or export customer-specific data. In addition, Collaborators can only see the dashboards that they created, not the ones created by other users within the same company.

How to Manage Users

To manage your users, navigate to Company Settings > Access Management. You can perform the following actions:

1. Click New Invitation to invite a new user.
2. Change the role of existing users. Please keep in mind that only Owners can make changes to other users.
3. Remove access of a user: click on the waste bin in the row next to the user you would like to deactivate and confirm the deactivation.

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