Invite/Add Users

 

You can add new users / invite new users to your account.

To add a new user, click on Add User and enter the details. Please note that you can assign roles only in the Pro plan

To invite a new user, click on Invite User and enter the email address and select the access level either Admin or User. Please note that you can assign roles only in the Pro plan

To change the owner of the account, please click on Change Owner and select the user to whom you want to make the owner.

To Delete a user, please select the user, and click on the Delete button.

Manage Teams: 

This allows you to create individual groups and apply permissions. It also helps you to monitor the performance of the team.

To create a team, click on Create Team button, enter the team’s name, select the parent team from the drop down, add the users to the team by clicking on search user and click Submit

 Manage Roles: 

 

This allows you to create various roles and define individual access controls for each role. You can then assign the role to the user to allow or restrict the access to a specific feature. There are a few predefined roles that you can assign to any user.

If you want to create your own role, please click on “Create Role”, select the permissions from each tab and save the changes.

To edit a role, click the 3 dots to the right of the role and select Edit

To delete a role, click the 3 dots to the right of the role and select Delete