--- title: "Managing users and permissions" slug: "user-management" updated: 2026-07-12T09:49:05Z published: 2026-07-12T09:49:05Z canonical: "knowledge.lightico.com/user-management" --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledge.lightico.com/llms.txt > Use this file to discover all available pages before exploring further. # Managing users and permissions This article explains how to add users to your Lightico account and how to define their access to different parts of your Lightico platform using roles. --- ## Add users **To add a user to your Lightico account:** 1. In the Lightico Admin Center, go to the **User Management** page. 2. In the Users tab, click **New User** in the top right corner. The **Create user** dialog appears. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(496).png) 3. Enter an email address for the username. 4. Select a **Main team** and one or more **Secondary teams**. A user’s team defines session settings, branding, and access to assets. For more information, see [Define unique team settings](/v1/docs/use-session-settings-from-a-different-team). 5. You can enter the following optional fields: **First name**, **Last name**, **Employee ID**, **Phone number**. > [!NOTE] > Note > > The **Employee ID** field supports only ASCII characters (A–Z, a–z, 0–9, and basic symbols). Accented or non-Latin characters are not supported. 6. In the **Password** field, enter a password and then confirm the password in the **Confirm password** box. > [!NOTE] > **Password requirements:** > > - 8+ characters > - At least one uppercase (A-Z) > - At least one lowercase (a-z) > - At least one digit (0-9) > - At least one symbol > - Does not contain portion of login email before the @ symbol 7. In the right pane, select one of the **User activation** options: - **Yes** - The user can access the system based on their settings and permissions - **No** - The user is inactive and cannot access the system. - **Limited time** - Define until when the user is active. 8. Select a user role (see [below](/v1/docs/user-management#user-roles)). 9. Click **Save**. The user is created. ### Edit a user **To edit a user:** 1. Double-click the user in the user list. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(397).png) The **Edit user** dialog opens. 2. From the **Role** list, select a role. 3. Click **Save**. --- ## User roles After you have created a user, you can assign the user a role. Roles define to which parts of the platform a user has access. There are two types of roles: - [Standard](/v1/docs/user-management#standard-user-roles2) - defined by Lightico - [Custom](/v1/docs/user-management#create-custom-user-roles2) - defined by an admin of your Lightico account ### Standard user roles Standard user roles are defined by Lightico and cannot be edited. The following standard user roles are listed below from least to most access: - **Agent** – Runs Lightico sessions and has access only to the Collaboration Room. - **Team supervisor** – Manages activity of teams. Has access to Team and user data, but not settings. - **User admin** - Creates teams and users. - **Business configurator** – Creates and manages assets. - **Profile admin** - Overall admin with full access to the entire platform. --- The following table shows features and which standard user roles have access to them. | Features | **Agent** | **Team supervisor** | **User admin** | **Business configurator** | **Profile admin** | | --- | --- | --- | --- | --- | --- | | Agent console | ✅ | ✅ | | ✅ | ✅ | | Usage reports & session history | | ✅* | | | ✅ | | Dashboard analytics | | ✅* | | | ✅ | | Create and edit users | | | ✅ | | ✅ | | Create and manage assets (workflows, forms, PDF templates, Dynamic Documents, document requests) | | | | ✅ | ✅ | | Team and System settings | | | | | ✅ | *For the user’s team only ### Create custom user roles If you find the need to define different levels of access than provided in standard roles, you can create your own. Creating your own entails defining a name and selecting to which parts of the platform this role will have access. **To create custom user roles:** 1. In the **User management** page, in the **Roles & permissions** tab, click **Create role**. The role creation page appears. 2. On the right side, enter a name and description for the new role. 3. On the main part of the page, under **Permissions**, toggle on any features that you will enable for this new role. 4. Click **Save** at the top of the page. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(179).png) The new role is saved and appears in the list on the Roles & permissions tab. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(181).png) --- ## Upload users in bulk You can upload multiple users using a CSV file. **To upload users in bulk:** 1. In the Admin Center, go to **User management**. 2. Click the main options menu and select **Download users Template**. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/2025-09-25_17-25-09.png) See the on-screen instructions for filling out the template and click **Download**. 3. Complete the template and save it to your local drive. 4. Click options menu and select **Upload Users** in the top right corner and upload the csv file you just created. 5. Click **Upload**. --- ## Reset a user password If you have permissions for user management, you can reset a password for another user. **To reset a password:** 1. In the Admin Center, go to **User management**. 2. Find the relevant user, click the options menu and select **Reset password**. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/2025-09-25_17-23-18.png) The **Reset password** dialog appears 3. Enter your own login username and password and click **Send**. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(294).png) The **Reset user password** dialog appears. 4. Enter the new password and click **Reset**. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(293).png) > [!TIP] > ## Reset your own password > > Any user can reset their own password by clicking **Forgot password?** on the login page. > > ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image(295).png) Area of the Lightico platform where you will find all settings, user management, and asset configuration pages. Access to this area is defined by a user's role and permissions. A module within the Lightico Platform that enables you to complete all parts of a customer journey from a single, chat-style interface. You can obtain signatures, verify ID, collect supporting documentation, collect payments and more.