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
Please note that users with the Account Admin or Billing roles will still receive reconciliation emails even when their user status is Inactive. To prevent this, you should first update their role to Standard or Reporting before making them inactive.