Engage User Management

Section 1: General Platform User Management

*Users who have the Client Admin role may create, edit or deactivate users. Only Zencity staff can grant this role to client users. If you believe you should have the ability to manage the users on your organization's account, please reach out to your Customer Success Manager and they may assign you the Client Admin role. 

Client Admins can take the following steps to add a new user:

1. Make sure you are logged into the main Zencity platform at app.zencity.io. If you see in the address bar that you are in the Engage portal (the URL contains civilspace.io in it), you are not in the correct place to add a new user. 
2. Navigate to the Users tab on the left-hand navigation menu.
3. Click the "New User" button on the top right corner. 
4. Fill out the "Add a User" form with the user's First Name, Last Name, and Email Address. Deselect any products the user should NOT have access to. Select the user's Role and Department.
5. Click "Save." An automated email will be sent to the user's email address with a link to verify their account and set up a password. 
   As long as the Engage product is selected when you are adding the user, they will be granted access to Engage and by default assigned the Builder role within the Engage admin portal. For more information about the Engage-specific user roles, please refer to this page. 

Client Admins can take the following steps to edit an existing user's basic account information:

1. Make sure you are logged into the main Zencity platform at app.zencity.io. If you see in the address bar that you are in the Engage portal (the URL contains civilspace.io in it), you are not in the correct place to edit an existing user's basic account information. 
2. Navigate to the Users tab on the left-hand navigation menu.
3. Click the "Edit" button associated with the user's name. 
4. Update the "User Management" form as needed. The user's First Name, Last Name, Email Address, Products Access, Role, and Department can be updated.
5. Click "Save."

Client Admins can take the following steps to deactivate a user's account:

1. Make sure you are logged into the main Zencity platform at app.zencity.io. If you see in the address bar that you are in the Engage portal (the URL contains civilspace.io in it), you are not in the correct place to deactivate a user's account. 
2. Navigate to the Users tab on the left-hand navigation menu.
3. Click the "Deactivate" button associated with the user's name.**

**Deactivated users can always be reactivated as needed by clicking the "Activate" button associated with the user's name.

Section 2: Engage-Specific User Management

Client Admins can take the following steps to edit an existing user's Engage admin role:

1. Open up your Engage admin portal (from the main Zencity platform, navigate to the Engage tab on the left-hand navigation menu and click the 'Administrative View' button associated with your Engage portal).
2. Navigate to the Manage Users tab on the left-hand navigation menu. This opens up the full user list. 
3. Scroll to the right and click on the blue pencil (edit button) associated with the user you are editing. 
4. Click on the drop-down list of admin roles and select the desired role for that user.
5. Click 'Save User.'