How long does it take to add or terminate a user? |
Updates to users and delegates are made on the main screen of the "Users" section. Removing access (terminating) for a user is effective immediately.
It's quick and easy to add a user and an email invitation goes out immediately.
Step 1: From the users tab, check the box next to the user's last name.
Step 2: Select the "Remove access" button above the table. You will get a prompt that reads, "Are you sure you would like to remove this user?".
Step 3: Select "Remove" or "cancel" to proceed.
Step 1: Click the "Users" button in the left-hand, green navigation bar of the site.
Step 2: Click the green "Add user" button in the upper-right corner of the screen.
Step 3: After clicking the button, a modal will appear. Fill in the new user's information(3a) and choose their user role from the drop-down menu (3b).
Step 4: Once you have selected the role for the new user, scroll down to assign the sections and clients they will have permission to view and manage.
Step 5: When you have selected all of the new user's permissions, click the green "Save" button in the lower-left corner of the modal window.
Step 6: The new user has been created, and they will receive an email invitation to access the system.
How long does it take to add or terminate a user? |
Updates to users and delegates are made on the main screen of the "Users" section. Removing access (terminating) for a user is effective immediately.
It's quick and easy to add a user and an email invitation goes out immediately.
Step 1: From the users tab, check the box next to the user's last name.
Step 2: Select the "Remove access" button above the table. You will get a prompt that reads, "Are you sure you would like to remove this user?".
Step 3: Select "Remove" or "cancel" to proceed.
Step 1: Click the "Users" button in the left-hand, green navigation bar of the site.
Step 2: Click the green "Add user" button in the upper-right corner of the screen.
Step 3: After clicking the button, a modal will appear. Fill in the new user's information(3a) and choose their user role from the drop-down menu (3b).
Step 4: Once you have selected the role for the new user, scroll down to assign the sections and clients they will have permission to view and manage.
Step 5: When you have selected all of the new user's permissions, click the green "Save" button in the lower-left corner of the modal window.
Step 6: The new user has been created, and they will receive an email invitation to access the system.