In My Profile, navigate to the Users tab. The Users tab allows you to create and manage your account users in one place.
Create New Users
You are able to add colleagues and teammates by following the below:
1️⃣ Click the 'Create New User+' button on the Users tab to generate the 'Create New User' pop-up
2️⃣ Fill out the user's First Name, Last Name, and Email Address
3️⃣ Select 'Create New User'
Manage Users
Managing User Information
Click on a User to view and/or edit your users' information and set roles.
Defining User Roles
You may update users to have different user roles. Each role will have different permissions within the platform. You must first create the user in order to update their role.
To edit user roles, click the "Roles" dropdown within the User's window:
Note: The default Organization Admin is the user who first created the account. All Users who are added by the Organization Admin are added as a Member by default.
What is an Organization Admin?
An Organization Admin has more capabilities than a Member. An Organization Admin admin can:
Invite users to their team
Edit profile information
Manage payment information
What is a Member?
A Member has fewer capabilities than the Organization Admin. Members can:
Access the team they are invited to
Cannot view payment information
Access to all other features within their team account, outside of payments and organization management.
Remove Permissions
To remove platform permissions from a user, simply toggle off the permissions toggle on their user.
Please note that while you cannot delete a user, you can remove their permissions as demonstrated above.
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