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.
