User Management: Inviting & Managing Access


The Users List page allows administrators to:

  • Invite new users
  • Modify access for existing users
  • Filter and manage user records

  1. Inviting a New User

To add a new user to your account:

  1. Navigate to Settings
  2. Click Access Control

  1. In the Users List page, click Invite User Fill in the required details:
    1. First Name
    2. Last Name
    3. Email Address
    4. User Role (select from available roles)
    5. Click Save User

Once submitted:

  • The user will receive an invitation email
  • They must complete account setup to gain access