Adding a New User

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The Users feature allows other people to have access to your site.

Filters are used to filter your list of users. If you are looking for a specific user, you can use this feature.

  1. Click the Settings cog and select “Users.”
  2. Type the new user’s email address in the text box.
  3. Choose a role for the user from the drop- down menu.
  4. To give users access to only specific accounts, select the accounts you want them to have access to from the drop-down menu. If you want them to have access to all accounts, do not select an account.
  5. Click the “Submit” button to add the new user. Once you click “Submit,” an email will be sent to the email address that was entered.

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