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[Getting Started - About GelatoConnect] Inviting and Managing Team Members

Juliana Maciel Maruri da Cunha avatar
Written by Juliana Maciel Maruri da Cunha
Updated over a week ago

As an Administrator for your organization's GelatoConnect account, you can manage your team's access to the platform. This includes inviting new colleagues and maintaining user accounts as your team evolves.

From the main user management screen (Workflow>Manager>Users), you’ll see a list of existing users along with key details:

  • ID, First Name, Last Name, Email, Phone

  • Created Date, Updated Date, Contact Person, and Status

The Status column reflects the user’s current access state: Active, Blocked, or Archived.

You can easily search users by email or filter them by status using options like: All, Created, Active, Blocked, or Archived.


Adding New Users

To add a new user:

  1. Click the "Add user" button on the top right corner.

  2. Complete the form fields:

    • First Name

    • Last Name

    • Email (required)

    • Phone (optional)

    • Details (optional)

    • Language (default is English)


Deleting Existing Users

To delete a user, follow these steps:

  1. Click on the user to drill down into their profile.

  2. In the top-right corner, click the three-dot icon (⋮) or settings icon.

  3. The "Delete" button will appear in the dropdown; click it to proceed.

Note: The delete option is only visible after entering the user profile. It won’t appear in the overview list.


Setting Status and Access Levels

Within the user creation form, you can set:

  • The initial status (e.g., Active or Blocked)

  • The appropriate Access Level, choosing from:

    • Accountant

    • Manager

    • Packaging user

    • Print operator

These access levels correspond to specific roles and responsibilities in the print production process.


Taking Action on Existing Users

The main user list also includes action buttons, allowing you to:

  • Activate users directly

  • Block users with a single click


Next Step:


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