User Management

In Levitate, Admins and Super Admins are able to manage users— users can be invited and removed, and signatures, handwritten card settings, and meeting booking links and details can also be updated through user management settings.

How do I get to these settings?

From your Levitate dashboard, choose Settings under your name in the top right, and then you'll choose the Admin tab. From there, you'll navigate to Users & Billings.

There's a link that navigates to Manage Users under Users & Billings. From there, you'll see a full list of your Levitate users and a few options for user management.

Here's what that full list of users looks like— as well as your options for user management:

Removing a user

In Levitate, we don't fully delete users because want to preserve the communication history between that employee and contacts. We do, however, have the ability for you to "deactivate" the employee so the user no longer takes up a license, nor can they access Levitate.

From there you can choose an employee to deactivate. We will ask you whether you'd like to reassign ownership of any contacts they own to someone else or just archive those contacts.

Add or Edit Signature

From the list of users, the Admin can Add Signature for users that do not have a signature, or Edit Signature for those that do. Choosing to Add or Edit Signature will prompt this popup— that mirrors the signature setup in settings.

Edit Card Settings

For accounts that send out Handwritten Cards, Card Settings— handwritten writing style used by default in their sent cards, as well as a default signature and return address— can be updated via this user management page.

Edit Meeting Settings

For accounts that use Schedule a Meeting, existing meeting settings can be updated and new meetings can be created per user through the user management page.