The Users page is accessed by choosing the Users 
icon in the navigation pane.
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- The top section displays the users who have been invited to join the company. If a user has a user account already set up, their name will appear in the FULL NAME column.
- The lower section displays the users who have joined the company.
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An administrator cannot edit their own user account, only another Admin user has the ability to can do this. Any A user with access to the Admin area cannot edit their own user and/or role. |
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- From Admin, choose the Users icon from the navigation bar.
- Choose the Add
icon on the lower right.
- In the Invite User to Company pane, enter the User's email address and choose their user Role.
- Choose CREATE.
- If the User does not have an account set up, the user:
- If the user does have an account, the user:
- Receives an email indicating that they have access to the Company.
- Will see the Company in their account after they sign in.
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- From Admin, choose the USERS icon from the navigation bar.
- The top section of the page lists the users who have not accepted their invitation.
- Choose the ellipsis button
to button to the right of the user. - Choose RESEND INVITATION.
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- From Admin, choose the Users icon from the navigation bar.
- Choose the ellipsis button to the right of the User and then choose Manage User.
- Choose a different Role.
- Choose SAVE.
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- From Admin, choose the Users icon from the navigation bar.
- Choose the ellipsis button to button to the right of the user and then choose Remove User.
- The Company will no longer appear in the User's overview.