Manage Users

📍 To access Users, go to: More > Users

🛡️ Note: If your location is using SSO, you cannot add or delete users directly in RedFlag. Please refer to the Managing SSO Users article for guidance.

Overview

Users are individuals who log in to the RedFlag platform to send messages and manage account settings. Only users with the Account Admin, Super Admin, or IT Admin role can add or remove other users.

The number of users you can have depends on your RedFlag subscription plan. If you exceed your user limit and need to add more, you may upgrade your plan to increase the allowance.

🛡️ Note: To view available user role types and their permissions, click Roles and Permissions in the top-right corner of the user list.

Users List

The Users List displays:

• First Name
• Last Name
• Email
• Role Type
• Activation Status (whether the user has activated their account from the activation email)
• Last Updated Date
• Authentication Type (UMP for standard users, SSO for Single Sign-On users)
• Primary Contact (Yes/No)

You can search by name, email, or role type. The Role and Activated columns include built-in filters for quick access.

🛡️ Note: To add a new user, see Add User. If your location uses Single Sign-On, see Managing SSO Users.

Send Activation Email

If a user has not yet activated their account:

1. Click the row for that user.
2. Scroll to the bottom and click Send Activation Email.
3. You can resend this email as often as needed.

Edit Existing User

To update a user's name, role type, or access options:

1. Click the row of the user you wish to edit.
2. Make the necessary changes.
3. Click Save at the bottom of the page.

🛡️ Note: Email addresses cannot be edited. If a user's email has changed, you must delete the user and re-add them with the new email address. A user cannot change their own role, or delete themselves. An Account Admin, Super Admin, or IT Admin must make those updates.

Additional Access Options

Restricted Folders

If your location uses restricted folders, click Restricted Folder to assign folder access to the user.

Group Access (Editor Role Only)

For users with the Editor role, click Groups to define which recipient groups they can message.

Chat Access

If 2-way chat is enabled and the user needs access:

• Check the box next to Chat.
• Click Inboxes to select chat inboxes.
• Selecting All grants access to current and future inboxes.
• Selecting specific inboxes limits access to only those selected.

Primary Contact

Primary Contact is a designation for Account Admin, Super Admin, and IT Admin users that identifies them as the key point of contact for one or more locations. Primary Contacts receive system-level security and account notifications and must approve certain account-level settings changes.

Primary Contact behavior differs by role:

• Account Admins — Automatically set as Primary Contact for all of their associated locations when Primary Contact is selected. This cannot be restricted to specific locations.
• Super Admins and IT Admins — Can be set as Primary Contact for one, several, or all of their assigned locations. This is configurable per location, not automatic.

A location can have multiple Primary Contacts.

To set or update Primary Contact status:

1. Go to More > Users
2. Click the user's name to open their profile
3. Under each location listed, check or uncheck Primary Contact
4. Click Save

Primary Contact Notifications

Primary Contacts receive automated email notifications for the following account activity:

• A new user is added to the account
• A user registers a mobile number for multi-factor authentication (MFA)
• A user updates their mobile number for MFA
• A user updates their password
• Account suspension

Delete User

To remove a user:

1. Select the checkbox next to their name.
2. Click Delete at the top of the user list.