Adding/Editing Users Accounts

User accounts allow you (the client admin) to create users with access to the this platform to carry out various actions that you have permitted.

How to Create/Modify a User Accounts

Creating Users:

1. Click on your username in the navigation bar then the “User Management” tab.
2. In the “User Management” tab click the “Invite New User” button.
3. Fill out the Invite form by entering the email of the user you want to invite and selecting “Choose Permissions” then select what you want the user to have access to.
4. Click the “Send Invite” button.

After accepting your invite the invitee will create their own account.

Modifying User:

1. Click on your username in the navigation bar then the “User Management” tab.
2. In the “User Management” tab click the “Manage Permissions” button.
3. Select the permissions you would like to change.
4. Click the “Save Changes” button.

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