How to manage users
Description
Cause
Resolution

Accessing the user area

Select your business name from the main navigation bar, then select Manage users.

Screenshot of the Manage Users dropdown.

View a user

When you are on the Manage users section, you can view all your current users.

Select the relevant user to show that user's business-level access details.

How to add a user

  1. Go to Manage users.

  2. Select Add user.

  3. Enter the email for the user.

  4. Select the checkbox depending on the account-level access you want to give. A single user can access both options, a single option, or no access assigned to them.

  5. Select the business you want to assign to the user and include their role and product area. A single user can have multiple roles assigned to them.

  6. Select Add to complete adding the user.

Manage user permissions

  1. Click the profile icon in the top-right corner.
  2. Choose My Team from the dropdown menu.
  3. Find your user in the list.
  4. Customize permissions by selecting checkboxes in the permissions column.

Change the first or last name for the user who's logged in

  1. From the navigation bar, select Profile, then My profile.
    Screenshot of the My Profile dropdown.

  2. Select Login details.
    Screenshot of the Login Details screen.

  3. Make your changes, then select Save.

Steps to duplicate
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