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

# How to Create Staff Users

> Add team members to your organisation and manage what they can do. You can also impersonate them when needed.

You can add a limited number of staff users to your organisation. You can see more details in the pricing plan [<u>here</u>](https://upmind.com/pricing). Each staff user has their own login, and all activity is logged forever in Upmind.

Assign different permissions and access rights to each staff user if you like. For example, you can have specific accounts, staff, support staff, or product managers. You can also give full access or limit their access (for example, by IP address).

<Note>
  Only admins can manage staff permissions and impersonate another staff member. Any staff member can be made an administrator by another Admin.
</Note>

## Review current users

To see a list of current users:

1. Go to the **Admin** dashboard.
2. Click **Settings** > **Staff users** under **Users and Permissions**.

<Frame caption="Settings > Users and Permissions > Staff users">
  <img src="https://mintcdn.com/upmind/wRuKrNY12tQZY8Rr/images/fb/366f720cab8bdb92.png?fit=max&auto=format&n=wRuKrNY12tQZY8Rr&q=85&s=ebd185038945533af404261e2ad36379" alt="Settings > Users and Permissions > Staff users" className="mx-auto" style={{ width:"99%" }} data-og-width="2874" width="2874" data-og-height="1292" height="1292" data-path="images/fb/366f720cab8bdb92.png" data-optimize="true" data-opv="3" srcset="https://mintcdn.com/upmind/wRuKrNY12tQZY8Rr/images/fb/366f720cab8bdb92.png?w=280&fit=max&auto=format&n=wRuKrNY12tQZY8Rr&q=85&s=3f0a6b5be09f05bc329f98c17682e8ed 280w, https://mintcdn.com/upmind/wRuKrNY12tQZY8Rr/images/fb/366f720cab8bdb92.png?w=560&fit=max&auto=format&n=wRuKrNY12tQZY8Rr&q=85&s=00978391b1616f446d3d898ba02c858c 560w, https://mintcdn.com/upmind/wRuKrNY12tQZY8Rr/images/fb/366f720cab8bdb92.png?w=840&fit=max&auto=format&n=wRuKrNY12tQZY8Rr&q=85&s=2b6441e0c476488c5c3eb968bc0d7e23 840w, https://mintcdn.com/upmind/wRuKrNY12tQZY8Rr/images/fb/366f720cab8bdb92.png?w=1100&fit=max&auto=format&n=wRuKrNY12tQZY8Rr&q=85&s=d0d36a7b7b93738dbef1d6a2ddc3b9c8 1100w, https://mintcdn.com/upmind/wRuKrNY12tQZY8Rr/images/fb/366f720cab8bdb92.png?w=1650&fit=max&auto=format&n=wRuKrNY12tQZY8Rr&q=85&s=7845f345b524ae8a0039291598da0f94 1650w, https://mintcdn.com/upmind/wRuKrNY12tQZY8Rr/images/fb/366f720cab8bdb92.png?w=2500&fit=max&auto=format&n=wRuKrNY12tQZY8Rr&q=85&s=98719c9e2411765bbc75a0b89ed0e23d 2500w" />
</Frame>

<Note>
  Upmind displays a list of names on the Staff users page.
</Note>

<Frame caption="Staff Users page">
  <img src="https://mintcdn.com/upmind/kAlrCUxI2nwYz4_i/images/fb/189709692f7fe6eb.png?fit=max&auto=format&n=kAlrCUxI2nwYz4_i&q=85&s=fb1832f3e333e4886f79113d9db3122e" alt="Staff Users page" className="mx-auto" style={{ width:"99%" }} width="1929" height="570" data-path="images/fb/189709692f7fe6eb.png" />
</Frame>

## Creating staff users

1. Click the **Add user** button on the **Staff users** page.

<Frame caption="Click Add user">
  <img src="https://mintcdn.com/upmind/kAlrCUxI2nwYz4_i/images/fb/195878142302ce43.png?fit=max&auto=format&n=kAlrCUxI2nwYz4_i&q=85&s=4b78ad8609d64383db38fee4eda5067a" alt="Click Add user" className="mx-auto" style={{ width:"94%" }} width="1363" height="319" data-path="images/fb/195878142302ce43.png" />
</Frame>

2. Fill in the fields.
3. Click **Save**.

<Frame caption="Add Staff Details and Restrict Access by IP">
  <img src="https://mintcdn.com/upmind/pcUdSuxUJ6LgBXnd/images/fb/a22758c8766ab60c.png?fit=max&auto=format&n=pcUdSuxUJ6LgBXnd&q=85&s=ea1cc99ad42484722d6c76186dc5cd61" alt="Add Staff Details and Restrict Access by IP" className="mx-auto" style={{ width:"94%" }} width="1066" height="1432" data-path="images/fb/a22758c8766ab60c.png" />
</Frame>

## Managing a user

After you create a user, Upmind displays the Staff Overview page. Here you can manage user information and set brand access.

* You can also click a name on the Staff users page to open the Staff overview page.

### Account password

Click this account button to force the user to change their password. Upmind sends the user an email with a link to change their password.

<Frame caption="Reset account password">
  <img src="https://mintcdn.com/upmind/92wYnpdR_k6AjH3x/images/fb/52893f8e3958e90e.png?fit=max&auto=format&n=92wYnpdR_k6AjH3x&q=85&s=abb312c5ea9cd2d1dcbccdf30f4e1157" alt="Reset account password" className="mx-auto" style={{ width:"94%" }} width="1360" height="287" data-path="images/fb/52893f8e3958e90e.png" />
</Frame>

### User permissions

1. Click a toggle switch to enable or disable user access to a brand. By default, the toggle is in the `OFF` position.

<Frame caption="Set user permissions">
  <img src="https://mintcdn.com/upmind/Dgjmf3QWYVBR40cE/images/fb/5c48a7961da7fe68.png?fit=max&auto=format&n=Dgjmf3QWYVBR40cE&q=85&s=18576779c7fbb048842be88ecfebfa9f" alt="Set user permissions" className="mx-auto" style={{ width:"93%" }} width="1522" height="1336" data-path="images/fb/5c48a7961da7fe68.png" />
</Frame>

<Warning>
  Upmind displays a separate toggle switch for [each brand](/setup-and-configuration/branding/how-to-add-brands) if the organisation has multiple brands.
</Warning>

* If you created one or more [user groups](/setup-and-configuration/staff-users/how-to-create-user-groups), use the checkboxes to control access at a granular level.

2. Click the **Administrator** toggle switch to the `Yes` (blue) position and assign admin permissions. That means full access to all brands. By default, the toggle is in the `No` position.

<Frame caption="Add Admin user">
  <img src="https://mintcdn.com/upmind/FQ1NhxALxjSHvvWW/images/fb/a86748623c779fbb.png?fit=max&auto=format&n=FQ1NhxALxjSHvvWW&q=85&s=ba362df7e871fcef49df6f697da41816" alt="Add Admin user" className="mx-auto" style={{ width:"89%" }} width="1435" height="543" data-path="images/fb/a86748623c779fbb.png" />
</Frame>

3. Click **Save**.

## User gear icon options

1. Open the **Staff users** page.
2. Click the **three dots icon**.
3. When you click the gear icon next to a staff user, you’ll see these options:
   * **Manage User:** Edit the user’s permissions and access.
   * **Impersonate User:** Log in as this staff member (Admins only).
   * **Delete:** Remove the staff user from the organisation.

<Frame caption="User Gear Icon">
  <img src="https://mintcdn.com/upmind/wRuKrNY12tQZY8Rr/images/fb/344aa854f7a01f6e.png?fit=max&auto=format&n=wRuKrNY12tQZY8Rr&q=85&s=26a8fd716c341fadfe0b5daaedbe7ecb" alt="User Gear Icon" className="mx-auto" style={{ width:"97%" }} width="1293" height="680" data-path="images/fb/344aa854f7a01f6e.png" />
</Frame>

4. When you impersonate a staff member, you’ll see the system from their point of view, based on the permissions you've given them. To stop impersonating, just click **End Impersonation** at the top of the screen.

<Frame caption="Impersonate a Staff Member">
  <img src="https://mintcdn.com/upmind/Dgjmf3QWYVBR40cE/images/fb/643c4038b84c13ef.png?fit=max&auto=format&n=Dgjmf3QWYVBR40cE&q=85&s=fb3ccf7511e07dc9b6c8aabff9df989f" alt="Impersonate a Staff Member" className="mx-auto" style={{ width:"97%" }} width="2877" height="1428" data-path="images/fb/643c4038b84c13ef.png" />
</Frame>

## Managing staff user details

Admins and users can manage additional details from the **Manage User** panel. To access it, go to **Settings** > **Staff Users**, click the **three dots** next to the staff member, and select **Manage User**.

### Notification preferences

Admins and users can configure which notifications they receive. Inside the **Manage User** panel, navigate to the **Notifications** tab to view and update their notification preferences.

<Frame caption="Notifications">
  <img src="https://mintcdn.com/upmind/iShgwUxdGa5Ve5cv/images/image-68.png?fit=max&auto=format&n=iShgwUxdGa5Ve5cv&q=85&s=66042cac94ec2abd80831029314aded7" alt="Notifications" width="2186" height="1482" data-path="images/image-68.png" />
</Frame>

### Tickets

The **Tickets** tab displays all tickets associated with the staff member, organised into the following views:

<Frame caption="Tickets">
  <img src="https://mintcdn.com/upmind/j4Nm7vVmtATfc1Vw/images/image-69.png?fit=max&auto=format&n=j4Nm7vVmtATfc1Vw&q=85&s=636903be083305d35500037302bf129d" alt="Tickets" width="2396" height="1484" data-path="images/image-69.png" />
</Frame>

* **Assigned** — Tickets currently assigned to this staff member.
* **Watched** — Tickets the staff member is watching or following.
* **Closed** — Tickets that have been resolved and closed.

### Logs

The **Logs** tab provides a full record of the staff member's activity and login history within Upmind, including login attempt logs for security review, as well as email history logs, which include sent, bounced, and failed emails.

<Frame caption="Activity log">
  <img src="https://mintcdn.com/upmind/j4Nm7vVmtATfc1Vw/images/image-70.png?fit=max&auto=format&n=j4Nm7vVmtATfc1Vw&q=85&s=dfe53095ce1152051044e21f7608ada4" alt="Activity log" width="2228" height="1470" data-path="images/image-70.png" />
</Frame>

<Frame caption="Login attempts log">
  <img src="https://mintcdn.com/upmind/j4Nm7vVmtATfc1Vw/images/image-71.png?fit=max&auto=format&n=j4Nm7vVmtATfc1Vw&q=85&s=9c4762acae0f91a572e23d88b37a2c57" alt="Login attempts log" width="2424" height="1464" data-path="images/image-71.png" />
</Frame>

<Frame caption="Email history log">
  <img src="https://mintcdn.com/upmind/j4Nm7vVmtATfc1Vw/images/image-72.png?fit=max&auto=format&n=j4Nm7vVmtATfc1Vw&q=85&s=fff3b90d4c1ed295fc67befbf0666f8e" alt="Email history log" width="2316" height="1472" data-path="images/image-72.png" />
</Frame>


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