> ## Documentation Index
> Fetch the complete documentation index at: https://testdocs.clodura.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Users, Credits, and Team Permissions in Clodura

> Add sub-users, allocate export and calling credits, monitor team-wide usage, and control user status — all from one admin dashboard.

The **Manage Users** page is your command center for building and overseeing your sales team inside Clodura. As an account admin, you can add new sub-users, enable or disable accounts, distribute export and calling credits, edit team member profiles, and monitor overall credit consumption — all from a single dashboard. Sub-users, by contrast, have a narrower view: they can see their own assigned credit balances in the usage report but do not have access to the Manage User tab.

## Who Can Use This

<CardGroup cols={2}>
  <Card title="Account Admins" icon="shield-halved" href="/docs/manage-users">
    Full access to all user management features: adding users, toggling status, allocating credits, editing profiles, and monitoring team-wide usage.
  </Card>

  <Card title="Sub-Users" icon="user" href="/docs/profile">
    Can view their own assigned credits in the Usage Report. The Manage User tab is not visible to sub-users.
  </Card>
</CardGroup>

## How to Access User Management

<Steps>
  <Step title="Open Settings">
    Click **Settings** in the bottom-left corner of the Clodura platform.
  </Step>

  <Step title="Select Manage User">
    Choose **Manage User** from the settings menu. You'll land on the Manage Users page with all user and credit details.
  </Step>
</Steps>

## Understanding the Manage Users Page

### User Summary

At the top of the page you'll find a visual snapshot of your team's license usage:

* **Enabled Users** — the number of currently active users (for example, "3 out of 3 users currently enabled").
* **Disabled Users** — the count of deactivated accounts.
* **Total Licenses** — the total number of user licenses available in your account.

### Team Credit Overview

Below the summary, three progress bars show your team's collective credit consumption:

| Credit Type                  | What It Tracks                                   |
| ---------------------------- | ------------------------------------------------ |
| **Team Export Credits**      | Total and used export credits (e.g., "0 / 5000") |
| **Team Direct Dial Credits** | Available and used direct dial credits           |
| **Team Calling Credits**     | Total and consumed calling credits               |

These bars give you an at-a-glance read on whether your team is approaching its limits before the next billing cycle.

## Managing Enabled and Disabled Users

### Enabled Users Tab

The **Enabled** tab lists every active user on your account. Each row shows:

* **Name** — the sub-user's display name
* **Email** — their registered email address
* **Plan** — the subscription plan assigned to that seat
* **Credits** — total credits allocated to the sub-user

### Disabled Users Tab

The **Disabled** tab mirrors the same columns but shows only deactivated accounts. You can re-enable any user from this view when they need to be reinstated.

## User Actions (Admins Only)

From the Enabled Users tab, click the actions menu next to any sub-user to access the following options:

<CardGroup cols={2}>
  <Card title="Edit Profile" icon="pen-to-square" href="/docs/profile">
    Update a sub-user's profile information including name, job title, and contact details.
  </Card>

  <Card title="Manage Credit" icon="coins" href="/docs/credits">
    Allocate or adjust Export, Direct Dial, and Calling credits for the selected sub-user.
  </Card>

  <Card title="Allocate Minute" icon="phone" href="/docs/manage-billing">
    Assign or adjust calling minutes for the sub-user's outbound calling quota.
  </Card>

  <Card title="Disable User" icon="user-slash" href="/docs/manage-users">
    Deactivate the user's account. Their data is preserved and they can be re-enabled later.
  </Card>
</CardGroup>

## Adding a New Sub-User

<Steps>
  <Step title="Click Add Users">
    On the Manage Users page, click the **Add Users** button in the top-right area of the page.
  </Step>

  <Step title="Fill in the user details">
    Enter the new sub-user's **Name** and **Email Address** in the form that appears.
  </Step>

  <Step title="Confirm">
    Submit the form. The new user appears immediately in the **Enabled Users** tab and can begin using the platform according to the credits and permissions you assign.
  </Step>
</Steps>

<Note>
  New sub-users do not receive credits automatically. After adding them, use the **Manage Credit** action to allocate export, direct dial, and calling credits based on their role and expected usage.
</Note>

## Allocating Credits to Sub-Users

Once a sub-user exists in your account, you can distribute your team's credit pool to them at any time:

<Steps>
  <Step title="Find the user">
    Locate the sub-user in the **Enabled Users** tab.
  </Step>

  <Step title="Open Manage Credit">
    Click the actions menu and select **Manage Credit**.
  </Step>

  <Step title="Set credit amounts">
    Enter the desired number of **Export Credits**, **Direct Dial Credits**, and **Calling Credits** for that user.
  </Step>

  <Step title="Save">
    Confirm the allocation. The credits are immediately reflected in the sub-user's account and in the Team Credit Overview progress bars.
  </Step>
</Steps>

<Tip>
  Review the Team Credit Overview before allocating credits to ensure you have enough headroom in your overall pool. If you're running low, consider upgrading your plan or topping up credits from the **Manage Billing** page.
</Tip>

## The Impersonate Feature

The **Impersonate** function lets you step into a sub-user's session and see the platform exactly as they do — without needing their password or logging out of your own account. This is especially useful for troubleshooting issues, verifying configurations, or providing hands-on support to a team member.

<Steps>
  <Step title="Locate the sub-user">
    Find the user you want to impersonate in the **Enabled Users** tab.
  </Step>

  <Step title="Select Impersonate">
    Click the actions menu next to their name and choose **Impersonate**.
  </Step>

  <Step title="Work in their session">
    You are now viewing Clodura from that user's perspective. All actions you take are performed as that sub-user.
  </Step>

  <Step title="Exit impersonation">
    Click the exit or stop impersonation control (typically displayed in a banner at the top of the page) to return to your own admin session.
  </Step>
</Steps>

<Warning>
  Impersonation grants you full access to the sub-user's data and settings. Use this feature responsibly and only when necessary for support or auditing purposes.
</Warning>
