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Add, Edit, or Delete a User

Manage user accounts.

Updated over a week ago

To add, edit, or delete users, click on Administration on the left side of the homepage, then select Users .

Note: This menu is available for Admin users only.

Add User

Before adding new users, make sure their email domain has been registered as an Allowed Domain for this account, documented here.

To add a new user to your company account:

  1. Click Add User.

  2. Enter the new user's First Name, Last Name and Email.

  3. Set the user's role (User or Admin).

  4. Click Add.

A welcome email will be sent to the provided email address. The links in this email remain active for five days, but can only be used once. Please do not forward or share this email with anyone else. Their status will show as PENDING until they have followed the instructions in that email to set up their account.

Edit User

To edit an existing user within your company account:

  1. Find the user in the list and click the three dots on the right, next to the user's information.

  2. Click Edit User.

  3. Make the desired changes.

  4. Click Update.

You can edit all details except for their email address.

Delete User

To delete a user from your company account:

  1. Find the user in the list and click the three dots on the right, next to the user's information.

  2. Click Delete User.

You will be asked to confirm that you'd like to delete the selected user. This action can't be undone.

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