Adding & Managing Users

To add or manage users:

-          click the cog icon and select Users.

-          You will see a list of current users.

-          Click “Add User” to invite someone new.

For each user, you must enter:

-          First name

-          Last name

-          Email address

-          User role (Administrator or Staff)

Once saved, the new user will receive an invitation to join via email.

Tip: It’s best to set up your users before importing clients. This allows you to assign Account Managers via the import template more efficiently. Note: any service managers need to be assigned manually within the App.

If you select an existing user, you can resend the invite or archive the user.