User Guide

User Management Guide

Manage platform dashboard users, distinct from directory users synced from Microsoft 365 or Google Workspace.

Actual Workflow Overview

  1. 1Settings
  2. 2User Management
  3. 3View / Add
  4. 4Select Role
  5. 5Welcome Email Sent
PrerequisitesAdd UsersRolesUpdate & DeleteBest Practices

Prerequisites

Admin role required for user management.

Directory users are synced from Microsoft 365 or Google Workspace and appear under Users. Platform users are people you grant dashboard access to via Settings → User Management.

Adding Users from Directory

1
Go to Settings → User Management

From dashboard sidebar → Settings → User Management.

2
View Existing Users

You'll see the list of already added / synced users on the platform.

3
Add New User
Action

Click Add New User button.

4
Select from Tenant List

A list of available users from your Microsoft 365 or Google Workspace tenant appears.

5
Choose Role & Add
  • Select user(s) from the list
  • Choose role from dropdown: Admin / Manager / Editor / Viewer
  • Click Add or Confirm
Automatic

Welcome email sent from WiseSignly (Contains: Login URL + Assigned Role + Instructions)

Available Roles & Permissions

RoleDescriptionKey PermissionsTypical Users
AdminFull platform accessAll features, settings, user management, templates, campaigns, rules, analyticsIT admins, platform owners
ManagerTeam oversight + content controlManage users + all Editor permissions (templates, campaigns)Department heads, team leads
EditorContent creation & editingTemplate editing, campaign editing & creationMarketing, designers, content creators
ViewerRead-only accessRead-only Engagement and Usage analytics (no editing)Regular employees, auditors
Principle

Use the lowest necessary role. Admin role should be assigned sparingly.

Updating Role & Deleting Users

1
Locate User

In User Management list → find the user (search/filter available).

2
Update Role Only
  • Click user or Edit
  • Change role via dropdown
  • Save → role updated instantly

Only role can be changed, no name, email, or other fields editable.

3
Delete User
Action

Click Delete → confirm.
User removed from platform (may remain in directory sync list).

Best Practices

Onboarding & Addition

  • Always use directory sync (Azure/Google)
  • Verify user before adding
  • Inform users about welcome email
  • Document role assignments

Security & Maintenance

  • Review roles quarterly
  • Delete/deactivate immediately on exit
  • Restrict Admin role strictly
  • Monitor user activity logs