How to create a user
The primary user will be created during the account set up. Additional users can be created by the primary user or the account's Customer Success Manager. You can create a user by following the steps below.
Note: Only a user with Account Admin access can add/remove users. To view all roles and permissions, please view User roles and access.
- Navigate to the Users tab on the left sidebar
- Select Create New User
- Fill out the requested fields
- Assign the user to the account(s)
- Select Save
How to edit a user
Follow the steps below if you would like to change a user's role or assign/remove them from any accounts.
- Navigate to the Users tab on the left sidebar
- Select the user's name
- Make your desired updates
- Select Update
How to remove a user
To inactivate a user, please follow the steps below.
- Navigate to the Users tab on the left sidebar
- Select the checkbox to the left of the user's name
- At the top, click the Change Status dropdown, select Inactive, and then confirm