Users

This guide is for anyone with a paid clixifix® account - not for users using a freemium portal. If you are unsure, please contact Support for assistance. 

Admin users manage all user profiles within clixifix®. This includes adding, editing and disabling users. 

Users can be Team Members, Administrators or Emergency Users.

Admin - will have access to the Admin toolbar & all functionality.

Team Member - will have no access to the Admin toolbar, can't add external comments (by default) or abort/re-open Defects.

Adding a new User

Step 1: Navigate to Admin > Your Users

Step 2: Click + New User

Step 4: Complete the Forename, Surname & email address which are all mandatory fields. 

Step 4: Change the 'Role' as needed and tick/untick the boxes for the correct access for that user. 

Step 5: Click Send The Invitation Email 

Managing your Users:

Step 1: Navigate to Admin > Your Users

Step 2: Click the arrow within Actions & click 'Edit'

Step 3: Edit the details as required & click Save

Disabling a user

Users cannot be deleted within clixifix® however their access can be disabled. Users can be reactivated again if required. 

Step 1: Navigate to Admin > Your Users

Step 2: Click the arrow & select 'Disable'