Getting started

In the users area, you can see the users that belong to this Account. In the User area you can:

• View
• Edit
• Invite new users

If you are the master account holder (HQ) you can view the users under sub accounts with Accounts > Account Name > Users

How it works

View Users

Click on "Users", you will see a list of all users, you can sort by:

• Filtering by User roles
• Filter by User status
• Search by User name

View & Edit individual user

Click on either the “User” Name or the “View” button.

• To Edit, click “Edit” to change User Role and User status. Save Edits made.
• To delete the users click on the options icon “…” and follow the prompts

Invite a User

Click on the "+ Invite User"

• Enter an Email Address
• Send invitation

Pre requisite

• Activate an Account

Requirements

• Go to Users
• To sort, Filter by Role, Filter by Status, Search by Name
• To view and Edit individual user
• Click on User Name in list or View Button
• Click Edit
• Save Changes
• To Invite Users
• Click “+ Invite User”
• Insert Email
• Send invitation