Adding a New User

To add additional administrators to the account follow the steps below. 

Go to Settings

Screenshot 2023-12-11 at 5.11.12 PM.png

Select Users 

Screenshot 2023-12-11 at 5.11.49 PM.png

Select Create User

Screenshot 2023-12-11 at 5.12.37 PM.pngEnter the User information

Select the User Type-

  • Note: By default there will be two options, an Admin or Observer role 
    You can also create a custom user by going to Settings-Users-User Types

Click Save. Once the user information is is entered and saved the contact will receive an automated email with their login credentials. 





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