How to add a new user




Adding a User

  • Click the three parallel lines on the upper left corner to access your Control Panel.
  • Click the tab for “Admin”
  • Choose “Users”
  • Click the green plus button in the upper right corner.
    • This brings you to the “New User” page
  • Enter in the new user’s name and contact information.
  • Select the time zone for your company
  • Select their role.
    • Administrator:Has access to everything, including the Admin section.
    • Super User:Has access to all projects and properties, but not the Admin section.
    • Standard User:Only has access to projects and properties you designate or they create.
      • If you select Standard User, you will need to select properties they will have access to.
    • Click “Save User” at the bottom
    • A window will pop up with the option to send a message to the new user.
      • When you add a new user we send them a message to set their password. You may attach an additional note to the message if you like.
      • Click “Send” when you are finished with the message or leave blank and click “Send” to complete the set up.
    • This will take you to the User Info page.
      • You will see a highlighted note saying “User Saved” at the top confirming that they have been added to your group.

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