Admin Tools: How to Add Users

Step 1: Go to Your Organization Page

• From the Dashboard, navigate to your organization page from the “Account Admin” link in the left navigation

Select the "Account Admin" link in the left navigation.

Step 2: Add a New User

• Look for a button labeled "Add User" or "+" (usually at the top right)

• Click Add User

Select the "+Add User" button.

Step 3: Add A User Details

• A form will appear.

• Fill in the following fields:

  • First name (e.g., Mel) Last name (e.g., Moser)

  • Email Address

Enter user details.

How to Edit Current User Details

• From the same Organization page, scroll or search to locate the user

• Click the “EDIT” icon beside the user’s name

• Update the necessary information (e.g., name, email, access level)

• Click “SAVE” to apply the changes

Select the "Edit" button when hovering over a user to edit their details.