Add Users

Go to the User Management screen by clicking on the Profile icon ( ) > Manage Users – remember, only full Admin users and Account Owner users will have this option.

• Click Add.
• Fill in the requested information:
  • The Email address entered here will be used as the user’s login.
  • First name and Last name are what will show up in the activity logs.
  • Select the Permission Role for the user.
  • If you do not wish to give the user full access to the system, tick the box next to Restrict to selected Companies and grant access as required.
• Click Save.

Permission Role

More information on the different permission roles and on restricting the access of users’ roles is available in the following related help pages:

• Roles
• Restricted Access

The user will receive an email after you’ve added them. Once they click the link in the email, they will be able to choose their own secure password and are then given access to the system.

If at a later stage, you need to edit or remove the user, you can do so from the same screen by following the instructions in one of the related help pages below:

• Edit Users
• Remove Users