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Using the Web-App
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Using the Web-App
  • 📊Reports
    • 🙌Drivepoint Reports
    • 📺Video Training
    • 🎮Controls
    • 📶Cohort Analysis
      • 💲Cohorted Financials
      • 👥Customer Retention
      • 💸LTV/Retention by Dimension
      • 📈N-Day LTV
      • 📈Segment Crossover
      • 👥Order Retention
      • 🔢Retention by Nth Order
    • 💲Sales Reports
    • 📅Monthly Review
      • 💰Cash Conversion Cycle
    • 🏎️Performance vs. Plan
      • ✖️Performance vs. Plan
      • 💚DTC Performance vs. Plan
    • 📦Amazon Reports
    • 🛒Wholesale + Retail Reports
    • ⏰Scheduling Reports
    • 👀Benchmarks
  • 🖥️Dashboards
    • ⏰Scheduling & Exporting Dashboards
    • ⚡Generate Insights
  • ✏️Quick Edit
    • Adding custom Key Drivers + Results to Quick Edit
  • 🔌Data Sources
  • 📜Plans
    • 🥇Best Practices
    • 📂Changing Names and Plan/Folder Associations
    • Permissions
    • 🗃️Creating Plans from the Web-App
  • 😎Team
    • 👋Adding Users
    • 👀Managing Users
  • 💳Credits
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  1. Team

Managing Users

Promote users to admins or remove any users from your Drivepoint account.

Last updated 1 year ago

  1. Navigate to the "Team" page within (💡you have to be an admin to view this page)

  2. Click on any name on the user table within the "Team" page

  3. Click on "Upgrade to Admin" to promote a user to an admin and make user-based permission changes

  4. Click "Delete" (top right red button) to remove their account from Drivepoint

  5. The user will be removed from the account

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