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How Do I Add/Remove Users and Assign/Remove Roles If My Brand Log In Using Email and Passwords?

Learn how to add / remove new users to your AXP location, assign roles such as Converser, Location Admin, or Brand Admin, and manage user permissions if your brand log in using email and passwords.

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Summary: To add users who are logging in using Email and passwords, and assign roles in AXP (Alliants Experience Platform), admins can navigate to Settings > Users, click Add User, enter their details, and select their role β€” such as Converser, Location Admin, or Brand Admin β€” to control what they can access and do within the platform.

Permissions Required: Roles required in AXP to add users and assign roles are Brand Administrators, Location Administrators.

Adding users and assigning roles in AXP allows you to control who has access to your location and what actions they can perform. Each user is assigned a role that determines their permissions across conversations, profiles, requests, settings, and other modules.

Prerequisites

  • You must be a Brand Administrator or Location Administrator to add users

  • Your brand log in using email address and passwords

  • You need the new user's email address

  • The user must not already have an account for your brand

How Do I Add a New User?

To add a new user to your AXP location:

  1. Navigate to Settings from the left-hand menu

  2. Click Users in the settings menu

  3. Click the Add User button

  4. Enter the user's First Name, Last Name, and Email Address

  5. Select the Role you want to assign (see role descriptions below)

  6. Select the Location(s) the user should have access to

  7. Optionally assign the user to a Department

  8. Click Save to create the user account

The new user will receive an email invitation with instructions to set up their password and log in. Please check spam box as it might be filtered.

What Roles Are Available in AXP?

AXP provides several user roles, each with different levels of access and permissions:

Role

Access Level

Typical Use

Brand Admin

Full access to all locations, settings, and configuration across the entire brand

IT Managers, Operations Directors, Brand-level staff

Location Admin

Full access to settings and configuration for assigned locations

General Managers, Department Heads

Converser

Access to conversations, profiles, requests, and bookings at assigned locations

Front Desk Staff, Concierge, Reservations

Contractor

Limited access with restrictions on guest data and settings

External partners, temporary staff

Marketer

Access to campaigns, audiences, and marketing features

Marketing team members

Report Viewer

Read-only access to reports and analytics

Managers, analysts who need data but not operational access

How Do I Change a User's Role?

To change an existing user's role in AXP:

  1. Navigate to Settings > Users

  2. Find the user in the list and click on their name

  3. Click the Role dropdown and select the new role

  4. Click Save to apply the change

Role changes take effect immediately. The user may need to refresh their browser to see their updated permissions.

How Do I Deactivate a User?

To deactivate a user who should no longer have access to AXP:

  1. Navigate to Settings > Users

  2. Find the user and click on their name

  3. Click Delete User or only removing ALL the roles

  4. Confirm the change

Deactivated users cannot log in but their historical activity (conversations, notes, etc.) is preserved. You can reactivate a user at any time by adding back again.

Common Questions

Can a user have access to multiple locations?

Yes, a user can be granted access to multiple locations within your brand. When adding or editing a user, select all the locations they should have access to. The user can switch between locations using the Location Selector in the top navigation bar. Brand Administrators automatically have access to all locations.

What is the difference between a Brand Admin and a Location Admin?

A Brand Admin has full access to every location within the brand and can manage brand-level settings, including creating new locations, and configuring brand-wide features. A Location Admin has full access only to the specific locations they are assigned to, and cannot change brand-level settings or access other locations.

Can I create custom roles with specific permissions?

AXP uses a predefined set of roles with fixed permissions. Custom roles are not currently supported. If you need a user to have a specific combination of permissions, choose the role that most closely matches their needs and contact your Brand Administrator or Alliants support for guidance.

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