Path: Settings —> Users & Permissions/Logs

On This Page

The Management & Permissions helps you manage system access and track user activity. It includes tools for adding and managing accounts, setting user roles and permissions, and viewing logs of user actions. These features give you full control over who can do what on the platform-making it secure, flexible, and easy to manage.

Account Management

Create, manage and view team registered accounts. Admins can setup and control users permission and access, check login history, update details—ensuring the right people have the right permissions.

Add New Employees

  1. Go to the “Settings” page and click the "New Employees" button to start adding an account for a new employee.

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  1. Enter employee's name, select role, set up login account with your email and generated password with “Automatic generation” feature or on your own.

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Refund Toggle: Once the ‘Allow Refund’ toggle is turned on, the new employee will be granted the ability to issue refunds to customers.

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  1. You’ll receive a verification email after your account is created

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  1. Click the platform link and log in with your email and initial password.

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Reset password requirement: Users must reset their password after logging in for the first time.

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  1. Complete account creation and show on the “Employee List”

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Delete Employees

On the “Employees” Page, showing the full list of all registered users in the system.

Click the “Delete” button to disable employee permission

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Update Employee Info and Roles

For Email Update

  1. On the “Login Accounts” Page, click “edit” button

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  1. Update email under Update Account page

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For Name/Role Permission Updates

  1. On the “Employees” Page, click the name you need to update

  2. Update Name or Role under Update Account page

Forgot Your Password

  1. Go to the CoPilot platform login page and click the " Forgot your password" button

Role Management

Define and control user access by assigning roles with specific permissions, ensuring appropriate authorization and operational security across the platform

Add New Roles

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Create an Admin Role

Select “All Merchants” and enable all Permission Resources.