To get started, open the Settings menu by clicking the chevron icon, then select User Management. You’ll see a list of all users who currently have access to the platform, including their email address, assigned role, account status, and the date they were added.
If you’d like to understand what each role can do, click View Roles & Permissions to open a detailed permissions chart.
How do I invite a new user?
To add someone new, click the + Invite User button. Enter the user’s email address, choose the appropriate role, and click Invite. An invitation email will be sent to the user. You can also use the dropdown menu to view users who were most recently invited.
How do I change a user’s role or permissions?
To update a user’s access level, select the user from the list and click Update Role. Choose the new role and click Update to save your changes. The new permissions take effect immediately.
How do I remove a user from the platform?
If a user no longer needs access, locate them in the user list and click the trash can icon. This will remove the user from the platform and revoke their access right away.
Need more help?
If you have any other questions, feel free to send us a message!