Catsy PIM & DAM knowledge base

Users management

Add, invite, remove or edit any user in your organization.

1. From the dashboard, click on “More“ → More → Administration:

 

2. Click on Users in the left-side menu:

 

3. You will see a number of to pick from when inviting or adding a new user:

  • Administrator - usually this is the user who owns the account, and has access to user and content management

  • Contributor - this user can edit, add and delete products, attributes, assets, collections and channels

  • Gated viewer - a user who can only view products and digital assets

  • Open viewer - an anonymous user who can share Digital Catalogs outside your organization

4. Add a User: this functionality allows the administrator to set a password for the user. Adding users is done by clicking the Add User button in one of the user role sections:

 

Once the user information is filled out, click on “Save”

 

5. Invite a User: inviting an user lets them choose a password for Catsy. Click on the “Invite User“ button:

 

Fill out the user invitation form, and an email will be sent to the user prompting them to complete their Catsy login credentials:

Once a user is invited, you’ll see an orange notification message next to their name which will disappear as soon as the user has accepted the invitation and has created an account.

6. Reset a user’s password: every user row has a button “Reset pass“ that allows the administrator to set a new password for this user:

 

7. Edit a user’s name or role: click on the user:

 

Edit the necessary information and hit “Save“:

 

8. Delete a user: click on the Delete button:

 

 

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