Manage other users

All users can view other users in the same account, but only those with the User Admin or Super Admin role can manage them.

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Invite a user to an account

Anyone with the User Admin or Super Admin role can invite users to their account, so they can access the intended account's products and services. To invite users, follow the steps below.

1. Log in to your account.
2. In the left navigation, click your Profile & Account icon. Then, click Users in the menu.
3. At the top-right, click Invite User.
4. The Invite User dialog will appear. Enter the intended user's email address, and use the toggle buttons under Permissions to choose their access rights.
5. Under Services, select the services you want the user to access.
6. Click Send Invite.

A toast notification will appear in the bottom-right of the page, informing you that the invitation email has been sent to the user.

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Accept an invitation to join an account

To accept an invite to an account, follow the steps below:

1. Click the link in the email invitation.
2. If you have previously registered, once you have clicked the link, switch to the Log In tab, then log in, and you will automatically join the account.
3. If you're a new user, you will receive a confirmation email with a link to Verify my email address. Click this link to join the intended account.

The My accounts page will be displayed, showing a list of your accounts, including the one you have joined.

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Edit user roles

Users who have been granted the User Admin or Super Admin role can manage the account role of other users.

Use the following steps to modify user permissions:

1. Log in to your account.
2. On the My accounts page, select your account.
3. In the left navigation, click your Profile & Account icon. Then, select Users in the menu.
4. Click the three dots ... next to the name of a user, and click Edit user.
5. In the Edit User dialog, use the toggle buttons to set the roles and service access for that user. For more information, read Roles and Services.
6. Click Save.

These changes will take effect the next time the user refreshes their page.

Note

From this menu, you can also Remove a user's access to the account.

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Remove a user from an account

To remove a user from an account, follow the steps below. You must have the User Admin or Super Admin role to do this.

1. In the left navigation, click your Profile & Account icon. Then, click Users in the menu.
2. Click ... to the right of the desired user.
3. Select Remove User.

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