User Management

Overview

Delivami provides tools to manage your clients, team members, and their access levels.

Client Management

Client List

View all clients:

1. Go to Clients in the sidebar
2. See list with:
   • Name and email
   • Last activity
   • Total deliveries
   • Status

Client Actions

Client Segments

Filter clients by:

• Status (Active/Archived)
• Last activity
• Total spend
• Location

Team Management (Studio Plan)

Adding Team Members

1. Go to Settings > Team
2. Click Add Member
3. Enter their email
4. Select role
5. Send invitation

Team Roles

Managing Team

• Edit Role - Change permissions
• Remove Member - Revoke access
• View Activity - See their actions

Figure 1: Team management interface

Permissions

Access Levels

Custom Permissions

Create custom roles:

1. Go to Settings > Team > Roles
2. Click Create Role
3. Name the role
4. Select permissions
5. Save

Audit Log

Track all user activity:

1. Go to Settings > Audit Log
2. See:
   • Who did what
   • When it happened
   • What was changed

Exporting Audit Logs

1. Go to Audit Log
2. Click Export
3. Choose date range
4. Download CSV

Best Practices

1. Use least privilege - Give minimal required access
2. Review regularly - Check team permissions
3. Archive inactive clients - Keep list clean
4. Document changes - Use audit log for records
5. Train your team - Ensure they know the platform

Next Steps

• Set up team roles
• Manage clients
• View audit log