How to Add and Manage Users

How to manage users that have access to your account

Moe avatar
Written by Moe
Updated over a week ago

An account administrator can add new users, delete users or edit a user's roles and permission level.

Adding a new user

  1. Go to My Agency from the main menu

  2. Click on + Add team member

  3. Complete the form and click Save

Note: The new user will automatically receive an email with their credentials and login instructions. They must activate their account within 48 hours, otherwise, a new activation email will have to be requested by clicking this link

Deleting or Editing a User's Account

  1. Go to My Agency from the main menu

  2. Click on All about my agency

  3. Scroll until you see the Staff Members section

  4. Click on the name of the user that you would like to edit or delete

  5. Make the changes then Save or click Terminate to disable an account

Note: Once a user's account is disabled, they will no longer be able to access their account. However, their data will be saved. To see all Inactive accounts, click on Toggle Terminated

Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm ET, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)

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