Add & Manage Users

 

Follow these steps to add a new user:

Step 1: Go to User Management on the menu.

Step 2: Click ‘+ New user’ in the top right-hand corner.

Step 3: Enter the user’s details. The only required fields are forename, surname, and email address.

Step 4: Click ‘Save changes’. The user will receive an invite to create an account via email.

 

To delete a user:

Step 1: Go to User Management on the menu.

Step 2: Click the ‘three dots’ button at the end of a user’s row.

Step 3: Select ‘Delete user’.

 

New users can’t see any data until you assign them permissions. Click here to learn how to assign permissions.