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
- Left-hand Sidebar - Sort by user, roles, or users within a role using the left-hand sidebar.
- Search Bar - use the search bar to find a particular user.
- 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
- Department
- Esper Role
- 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