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:
Click the "Add user" button on the top right corner.
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:
Click on the user to drill down into their profile.
In the top-right corner, click the three-dot icon (⋮) or settings icon.
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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