1. Help Center
  2. User Administration

User Administration Overview

Depending on a user’s roles and permissions, they can manage the roles assigned to Esper users within their agency or department. To manage user roles and permissions: 

  • Click your Initials in the upper right corner
  • Click User Administration

  1. Left-hand Sidebar - Sort by user, roles, or users within a role using the left-hand sidebar.
  2. Search Bar - use the search bar to find a particular user. 
  3. Create User - add a new user to Esper by clicking the Create User button and completing the subsequent steps. You need the following information to create a user:
    • First Name
    • Last Name
    • Email
    • Department
    • Esper Role
  4. Edit - hover at the end of a user’s row and click the pencil icon to edit a user’s role(s) 

Create User

There are a variety of reasons a new user may need access to Esper. To create a new user: 

  • Click your Initials in the upper right corner
  • Click User Administration or go directly to https://app.esper.com/configuration/permissions
  • Click the Create User button
  • Enter the user’s state email address in the Email field
  • Enter the user’s first name, or name they wish to go by, in the First Name field
  • Enter the user’s last name in the Last Name field
  • Select your department and a role from the dropdown menu

Note: For users managing multiple departments, check for department specific roles. 

  • Click the Add button
  • Repeat the previous two steps as necessary until all applicable roles have been added to the user
  • Click the Submit button

Update User Roles

As agencies grow and change, so do the roles and responsibilities of the people in the agency. To update a user’s role(s) in Esper: 

  • Click your Initials in the upper right corner
  • Click User Administration or go directly to https://app.esper.com/configuration/permissions
  • Hover at the end of user’s row and click the pencil icon
  • Click the Add a Role button
  • Select your department and a role from the dropdown menu

Note: For users managing multiple departments, check for department specific roles. 

  • Click the Add button
  • Repeat as necessary for additional roles
  • Click the Submit button

Deactivate a User

If a user no longer needs access to Esper, you can deactivate their account. To deactivate a user: 

  • Click your Initials in the upper right corner
  • Click User Administration or go directly to https://app.esper.com/configuration/permissions
  • Hover at the end of user’s row and click the pencil icon
  • Click the Deactivate button
  • Click the Confirm button

Reactivate a User

If a previously deactivated user needs restored access to Esper: 

  • Click your Initials in the upper right corner
  • Click User Administration or go directly to https://app.esper.com/configuration/permissions
  • Hover at the end of an inactive user’s row and click the pencil icon
  • Click the Reactivate button
  • Click the Confirm button