Users & Roles

The Users & Roles section helps you manage who can access your WhatConverts accounts and what they can do once inside. From here, you can learn how to add new users, assign roles, configure notifications, and review user activity, all essential steps for maintaining security and collaboration.

These tools ensure your team has the right access to the right data while keeping control in your hands.

Why It Matters

Effective user management keeps your organization secure and efficient. Using these tools, you can:

• Grant and manage access for team members across Master Accounts and Accounts.
• Define clear permissions and responsibilities with customizable user roles.
• Maintain accountability by reviewing user activity and activations.
• Keep teams informed with personalized user notifications.

Together, users and roles form the foundation of a secure and organized WhatConverts environment that scales easily as your team grows.

Articles in This Section

• What is a User?
• Add a Master Account User
• Add an Account User
• Manage User Activations
• Configure User Notifications
• Access User Logs
• What is a User Role?
• Create a Custom User Role
• Assign a Role to a User

Each guide walks you through key steps to maintain structure, security, and collaboration across your accounts.