Add A New User to your Account

You can invite users to access the account and perform certain functions. Each user can have one or more roles that define the functionality that the new user is able to perform within the account. 

It's important to have defined your roles prior to adding users. This can be achieved by navigating to the Account Settings area and selecting Roles.

To invite a user into the account, click Your Name in the top-left corner of the app and select Settings.

On the Setting page, click on the Add icon (+) and select "Add User".

When inviting a new user, you will be prompted to specify their email address and define their access Role.

On Submission, we will send an invitation email to the user.  Once accepted, the user will be able to create their profile and be provided access to the account.

If the activation email has not been received, you can choose to resend the invitation by selecting the "Resend Invite" from the Actions dropdown within the Users page.

• Related Articles

• Users Overview

  The Users section will allow you to create and manage users for the account. Each person who uses the account should be set up as a user. This will allow them to access the account at any stage, using their own login details. The benefit here is that ...

• Resend a New User Invite

  If a user has not responded to their email invitation and has yet to activate their profile, you can easily resend the invitation to them. To do so: Navigate to the Account Settings page and click on Users.  Locate the relevant user and select ...

• Profile

  Each user of an account will have their own profile. The profile is originally set up when a new user has accepted the new user invitation. Once set up, a users’ profile can be edited and updated at any stage. The Your Profile section allows the user ...

• Disable a User

  Disabling a user's access will prevent them from logging into your account.  Navigate to the Account Settings page and click on Users. A list of all users will be displayed. Locate the user you wish to disable (Clicking the magnifying glass allows ...

• Assign Roles

  Assigning Roles allows you to specify various access levels for users of your account. By default, the platform provides you with 5 core roles: Account Owner (all privileges) Administrator Manager Read-Only Standard You can view the definition of ...