How to Add Users
- From Management in the left side menu, select Users.
- Select Invite in the upper right-hand corner.
- Invite users using their Email address and select Invite.
- 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
- Select Users from the left side menu to see a list of all account users.
- To the right of the user you would like to edit, select the context menu.
- From the drop-down menu, select Edit Role.
- Change the role from User to Administrator by checking the box. Change role from Administrator to User by unselecting the checkbox and click save.