Adding, Editing, and Deleting Users

How To: Add, Edit & Delete Users

If you’re trying to assign out different tasks to different people, by adding their name to the system, they can now be held accountable for each task given to them.

   

  • Select the gear wheel icon in the upper right, then click Users
  • On the left side, select 'Add Users'
  • Populate the appropriate email address, click next, and fill out the remaining required fields (first/last name, password, user type, time zone)

 

  • You can also upload users in bulk by selecting 'Add Users from File'
  • Download the Excel template
  • Populate all required fields (first/last name, email address, password, user type, and time zone)
  • Save the file and re-upload it by double clicking the box below the template
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