** Only users with Headquarters (HQ) access can manage user accounts.

ADDING NEW USERS

  1. Navigate to the HQ.
  2. Click Settings.
  3. Click Team Members from the settings menu.
  4. At the top of the user table, click the 3 dot button, then select Create New.
  5. Fill out the required information, then click save.
  6. You will be asked if the user needs access to their account right now. Clicking Yes will send the user an email containing login information. Clicking No will allow you to create the user without notifying the user or activating the account. Sending login information and activating the account can be done later.

EDITING USERS

  1. Navigate to the HQ.
  2. Click Settings.
  3. Click Team Members from the settings menu.
  4. Select the team member you want to edit from the list.
Did this answer your question?