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      How To Manage Users

      This document is for Wicked Reports account owners and/or owner administrators who need guidance on managing access levels to their accounts.

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      Introduction

      This guide explains how to manage user access in Wicked Reports, including adding or removing users and understanding the difference between Admin and User permission levels. Managing access effectively helps ensure your account remains secure and your team members have the right level of access to do their work.

      The first user created during account setup is automatically an Admin. Additional Admin users can be added as needed.

      What are the User Permission Levels?

      We support two different user types, Admin Access and User Access. Each different user type has different access levels. Read more below.


      Admin Access Level:

      Full access to your account, including the ability to:
      • Create or remove users (including other admins).
      • Change account preferences.
      • Update and change Authorizations and Settings.
      • View unmasked email addresses.

      User Access Level:

      Limited Access to your account. It includes all the same permissions as Admin, yet with these restricted permissions:
      • Cannot add or remove other users.
      • Cannot access Authorizations and Integrations.
      • Cannot update Billing Information.
      • Customer email addresses are masked. 

      How to Manage Users

      Learn how to manage user access in Wicked Reports by adding, editing, or deleting users.

      Only admins will be able to edit users.

      How to Add a User

      1. Log in to Wicked Reports.
      2. Hover over your name in the top-left corner.
      3. Click Manage Users.
        wicked reports How Do I Add or Remove Users
      4. Select Add User.
        wicked reports How Do I Add or Remove Users
      5. Enter the user’s email address:
        • If the user already exists in Wicked Reports, you’ll be notified and can grant access directly.
        • If the user does not exist, enter their name.
      6. Select the desired access level for the new user (Admin or User).
        wicked reports How Do I Add or Remove Users
      7. Click Add to complete the process.

      How to Edit a User Access Level

      1. Log in to Wicked Reports.
      2. Hover over your name in the top-left corner.
      3. Click Manage Users.
        wicked reports How Do I Add or Remove Users
      4. Locate the user you wish to edit.
      5. Click Edit next to their name.
      6. Update the user’s information or permissions:
        • Modify the Access Level (Admin or User).
      7. Click Update to confirm changes.

      How to Delete a User

      1. Log in to Wicked Reports.
      2. Hover over your name in the top-left corner.
      3. Click Manage Users.
        wicked reports How Do I Add or Remove Users
      4. Locate the user you wish to delete.
      5. Click Delete, to the right of their name.
      6. Confirm the deletion when prompted.

      FAQ

      Q: Can I change a user’s permission level after adding them?
      A: Yes, navigate to Manage Users, locate the user, and update their access level.

      Q: What happens if I delete an Admin user?
      A: Deleting an Admin removes their access permanently. Ensure another Admin is available to manage the account.

      Q: Are masked email addresses visible to Admins?
      A: Yes, Admin users can view unmasked email addresses, but User-level accounts cannot.