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 ...
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 ...
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 ...
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 ...
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 ...