Note: This view is only visible for User Roles with User Access Settings = Can View and Can Edit.
User Access help you manage the different users using your platform and what user roles they have.
To access your User Access, click on Profile > User Access
To add a new user or edit an existing user,
Step 1: Click on Create New User on the top right corner or Edit next to your selected User
Step 2: Fill in the user’s details in the pop-up window.
First Name: User’s first name
Last Name: User’s last name
Email: Email used by user to log in
Password: Password used by user to log in
User Role: Select the User Role you wish to assign to this user. The User Role determines the permissions and settings configurations for this user. For more details, please view Manager User Roles for more details.
Step 3: Click Confirm to save.
To remove a user,
Step 1: Locate the user you want to remove, then click the Remove User button in that row.
Step 2: Select an existing user to take over the claims currently assigned to this user.
Step 3: Click Confirm to save
Warning: Removing a user cannot be undone. Please review all details carefully before proceeding.