Managing Users
Are you an admin and need to manage users? Learn more.
Adding Users
- Access Account Management and select Add Users.
- You can add users individually or via a .CSV bulk upload.
- Bulk adding users
- Download the CSV Document.
- Fill out the CSV Document with user emails and roles.
- Save and upload the CSV Document into the Add Users pop-up.
- Send invitations.
- Individual users
- Select “Invite New Users Via Email”
- Enter the email address and role of your new user.
- Send invitations.
- Bulk adding users
Editing & Removing Users
- Access Account Management and hover over the user you want to edit or delete.
- To edit the role, select from the drop down (Read Only, User, Admin).
- Select the check mark to submit the change.
- To remove a user, select the red “x” to the far right of the user’s row and this will delete the user.