User Account Management

Managing user accounts and profiles ensures your team has appropriate access and information is current. Learn how to create, update, and manage user accounts in Kwilio.

Creating User Accounts

To create a new user account:

1. Navigate to "Settings" → "Administration" or User Management
2. Click "Add User" or "Create User"
3. Enter user information (name, email, etc.)
4. Assign a role
5. Set initial password or send invitation
6. Save the account

Updating User Profiles

Personal Information

Update user details including:

• Name and contact information
• Email address
• Phone number
• Profile photo

Account Settings

Modify:

• Password (or reset password)
• User roles and permissions
• Active status (activate/deactivate)

Deactivating Accounts

When an employee leaves:

• Deactivate their account rather than deleting it
• This preserves historical data (appointments, time entries)
• They can no longer log in
• You can reactivate if needed

User Profile Information

Each user has a profile that includes:

• Account credentials and login information
• Assigned roles and permissions
• Associated employee record (if applicable)
• Activity history and login records
• Notification preferences

Best Practices

• Keep user information up to date
• Regularly review active accounts
• Deactivate accounts promptly when employees leave
• Ensure users have appropriate roles for their job functions
• Require password changes periodically for security