Create, edit, and delete portal user accounts

The Partner Portal lets you create internal user accounts for your team and control what each person can access. Each account is assigned one of three roles — Admin, Manager, or Support — which determines the level of access that user has across the portal.

Creating a user

Go to Settings and select the Create User tab.

HeyZack Admin Portal — Settings, Create User tab: Create New User form with Full Name, Email, Password, Role dropdown, Menu Permissions checkboxes (Dashboard, Orders, Sales Report, and more), Select All, Cancel and Create User buttons

Fill in the user's details

Complete the required fields:

Full Name — the user's display name across the portal
Email Address — used to log in and receive system notifications
Password — set an initial secure password for the account

Select a role

Choose one of the three available roles from the Role dropdown:

Admin — full access to all features; menu permission checkboxes have no effect for this role
Manager — access is limited to whichever menu items you grant
Support — access is limited to whichever menu items you grant

Note

If you assign the Admin role, the user will have access to every section of the portal regardless of which permission checkboxes you select.

Set menu permissions

At the bottom of the form, check each menu item you want the user to access. Use the Select All checkbox to grant every permission at once.

Permissions only apply to Manager and Support roles. See Configure menu permissions for the full list of available items.

Submit the form

Click Create User. The new account is immediately active and the user can log in straight away.

Viewing all users

Go to Settings and select the Manage Roles tab. The tab displays a table of every user in the system with the following columns:

Column	Description
Name	The user's full name
Email	The user's email address
Role	Current role badge (Admin, Manager, or Support)
Status	Whether the account is active or inactive
Actions	Edit and Delete buttons

Use the search bar at the top of the tab to filter users by name or email address.

Editing a role

Locate the user

Find the user in the table on the Manage Roles tab. Use the search bar to filter if needed.

Click Edit

Click the Edit button next to the user. An update form appears below the table with the user pre-selected.

Select the new role

Choose the new role from the New Role dropdown.

Save the change

Click Update Role. The change takes effect immediately.

Deleting a user

In the Manage Roles tab, click Delete next to the user you want to remove. A confirmation dialog appears before the account is permanently deleted.

Warning

You cannot delete your own account. The Delete button is hidden for the currently logged-in user.

Available roles

Role	Access
Admin	Full access to all features
Manager	Access controlled by menu permissions
Support	Access controlled by menu permissions

Tip

Use the Manager role for team leads who need broad access, and the Support role for agents who only need access to a specific subset of the portal such as Leads or Chat.