How to add a user to your platform, edit a user, and resend an invite link to a new user
Following the below steps will help you streamline your user management with the platform.
Adding a User:
- Login to your environment
- Navigate to Settings > Users & Permissions
- In the top right of the screen, click "Invite User"
- Populate with necessary contact info
- Select "Role Permission"
- Click "Invite User" to complete
- An invite link will be emailed to the user to create their account
Editing a User:
- Login to your environment
- Navigate to Settings > Users & Permissions
- On the far right, click the 3 ellipsis for the specific account you want to edit
- Click "Edit" and update contact info
- Click "Edit User" in the bottom right to complete
Resending an expired Invite Link:
- Login to your environment
- Navigate to Settings > Users & Permissions
- On the far right, click the 3 ellipsis for the specific account you want to resend
- Click "Delete"
- Follow the steps above to "Add a User" as new.
- A new invite link will be emailed to the user to create their account