Managing Users on Zlick Portal

This technical documentation provides a guide on role assignment for Zlick Portal (portal.zlick.it). The role assignment feature enables different levels of access and permissions for users based on their assigned roles. This documentation outlines the roles available, and the corresponding privileges associated with each role.

Roles and Privileges

Zlick offers the following roles, each with specific privileges:

  1. Analyst:

    • Read-only access to the portal

    • Can view and download reports

  2. Support:

    • Inherits all privileges of Analyst

    • Can perform refunds

    • Can view and download reports

  3. TechSupport:

    • Can access webhook logs only

  4. Admin:

    • Inherits all privileges of Support

    • Can manage users and roles

    • Can access the Telemarketing module

    • Can view and download reports

  5. Telemarketing

    • Can access the Telemarketing module

Add a new user

  1. Navigate to the "Manage Users" section in the menu on the left side of the page (the hamburger menu).

  2. Enter user's email, name, and select a role (or multiple roles)

  3. Click on "Add user"

  4. An email will be sent to the new user, asking them to complete their profile

Edit user roles

  1. Navigate to the "Manage Users" section in the menu on the left side of the page (the hamburger menu).

  2. Click on an existing user and select the required role(s)

  3. Click on "Update user"

Delete a user

  1. Navigate to the "Manage Users" section in the menu on the left side of the page (the hamburger menu).

  2. Click on the "Delete" button at the end of the user

We recommend to regularly review and update user roles to ensure appropriate access permissions are maintained.