> ## Documentation Index
> Fetch the complete documentation index at: https://docs.glowstudio.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Users

Adding users to your client organizations is a crucial step in setting up effective client management in GlowStudio. This guide will walk you through the process of creating and managing users for your client organizations.

## Accessing User Management

<Steps>
  <Step title="Navigate to Client Tab">
    Go to the `Client` tab in your GlowStudio dashboard.
  </Step>

  <Step title="Select Organization">
    Find the **client organization** you want to manage from the list on the left.
  </Step>

  <Step title="Access User Management">
    Click the `Manage` button next to the organization name.
  </Step>
</Steps>

<Note>
  Initially, the user table will be empty. This is where your client's **team members** will be listed once added.
</Note>

<Frame>
  <img src="https://mintlify.s3-us-west-1.amazonaws.com/magicmarkas/images/orgnization-table-ui.png" />
</Frame>

## Adding a New User

<Steps>
  <Step title="Initiate User Creation">
    Click the `Add User` button in the top right corner of the user management screen.
  </Step>

  <Step title="Enter User Details">
    Fill out the necessary information for your client:

    * **Full Name**
    * **Email Address**
    * **Password** (You can either set a custom password or click the `Generate` button for a random secure password)
    * **Profile Photo** (Optional - select or drag and drop an image)

    <Warning>
      **Remember:** Request the correct information from your client about which email and name they want. The client will always be able to set their own details later.
    </Warning>
  </Step>

  <Step title="Set User Access Permissions">
    Configure the user's access levels by selecting the appropriate checkboxes:

    * `Org Admin`: Allows the user to edit organization info and create/invite new users for their team.
    * `Home`: Access to the dashboard overview
    * `Conversations`: View and manage chat transcripts
    * `Analytics`: Access to widget statistics
    * `Knowledge Base`: Ability to view and edit the KB
    * `Channels`: Manage connected channels
    * `Prompt`: Adjust the prompt, AI-model, UI-engine settings and more.
    * `Settings`: Modify the widget settings. This is a selection of the settings found in your agents settings tab.
    * `Custom Tab`: Access to any custom tabs you've created. See [custom tab]() docs for more info.

    #

    **The settings above are the same as the agent designer. If you want to learn more about the dashboards features, [click here]()**

    #

    <Note>
      We know agencies want heavier permission options. More premission customization options **COMING SOON**. We will also release a dedicated doc explaining the **settings tab**.
    </Note>
  </Step>

  <Step title="Finalize">
    Click the `Add User` button to create the new user account.

    <Frame>
      <img src="https://mintlify.s3-us-west-1.amazonaws.com/magicmarkas/images/add-user-ui.png" style={{ width: '500px', borderRadius: '1.2rem' }} />
    </Frame>
  </Step>
</Steps>

<Tip>
  We recommend assigning the **first user** as the `Org Admin`. This allows them to manage their organization and add other team members as needed.
</Tip>

## Managing Existing Users

Once users are added, you have several options for managing them:

<AccordionGroup>
  <Accordion title="Editing User Information">
    1. Find the user you want to edit in the table.
    2. Click the `Edit` button on the far right of their row.
    3. Update the necessary information in the edit form.
    4. Click `Save` to apply the changes.
  </Accordion>

  <Accordion title="Deleting Users">
    <Warning>
      Deleting a user will remove their account and all associated data. This action **cannot be undone**.
    </Warning>

    1. Find the user you want to remove in the table.
    2. Click the `Delete` button on their row.
    3. Confirm the deletion in the prompt that appears.
  </Accordion>
</AccordionGroup>

## Inviting Users to the Client Dashboard

After creating a user account, you can send an invitation for them to access their dashboard:

<Steps>
  <Step title="Verify Setup">
    Before sending an invitation, use the `Log in` button to view the dashboard as the client would, ensuring all settings and permissions are correct.
  </Step>

  <Step title="Locate User">
    Find the newly created user in the user management table.
  </Step>

  <Step title="Send Invitation">
    Click the `Invite` button on the user's row.
  </Step>

  <Step title="Confirm">
    Review the invitation details and click `Send Invite` to email the user their login information.
  </Step>
</Steps>

<Note>
  The invitation email includes a link that **automatically** logs the client into their dashboard. Ensure the email address is correct before sending.
</Note>

## Best Practices for User Management

<CardGroup cols={2}>
  <Card title="Regular Audits" icon="clipboard-check">
    Periodically review user accounts to ensure they are up-to-date and all access levels are appropriate.
  </Card>

  <Card title="Secure Passwords" icon="lock">
    Encourage clients to change their passwords upon first login and to use strong, unique passwords.
  </Card>

  <Card title="Clear Communication" icon="comments">
    Inform users about their access levels and any changes made to their accounts.
  </Card>

  <Card title="Minimal Permissions" icon="shield-check">
    Grant users only the permissions they need to perform their roles to maintain security.
  </Card>
</CardGroup>

## Related Documentation

Explore these related topics to further enhance your understanding of GlowStudio's whitelabel features:

<CardGroup cols={2}>
  <Card title="Managing Organizations" icon="building" href="/whitelabeling/clients/managing-organizations">
    Learn how to create and manage client organizations.
  </Card>

  <Card title="Setting Permissions" icon="lock" href="/whitelabeling/clients/setting-permissions">
    Understand how to configure access levels for client users.
  </Card>

  <Card title="Client Dashboard Features" icon="gauge" href="/whitelabeling/clients/client-dashboard/features">
    Explore the features available in the client-facing dashboard.
  </Card>

  <Card title="Inviting Clients" icon="envelope" href="/whitelabeling/clients/inviting-clients">
    Master the process of onboarding clients to their new dashboard.
  </Card>
</CardGroup>