How to Add Users: Steps

How to Add Users

1. From Management in the left side menu, select Users.
2. Select Invite in the upper right-hand corner.
3. Invite users using their Email address and select Invite.
4. The new User will then receive an email to create their account.

Tech Tip: Check the Administrator box if administrative permissions are desired. By not selecting the Administrator check box, the invitation includes User level permissions.

* Updated January 2023- The Data Extraction Role can be assigned to any User by an Administrator.

How to Edit User Permissions

1. Select Users from the left side menu to see a list of all account users.
2. To the right of the user you would like to edit, select the context menu.
3. From the drop down menu, select Edit Role.
4. Change role from User to Administrator by checking the box.  Change role from Administrator to User by unselecting the checkbox and save.

Tech Tip: Only Administrators can add, edit or delete users.