Add a User

How to add (or delete) a user, and how to set up a role

T
Written by Team
Updated over a week ago

To add a user:

  1. Click on your company name on the right.

  2. Select Users & Roles.

  3. Click on Add User.

Role options

  • Root
    Can create, view, modify and delete anything, including user management and billing. Can also transfer a Workspace to a Owner.

  • Owner
    Can create, view, modify and delete anything, including user management and billing. Cannot cancel the account and remove a root user.

  • Administrator
    Can create, view, modify and delete almost anything. Cannot create, modify or delete users and cannot access or modify billing information.

  • Billing
    Can view and download invoices, manage subscriptions and licenses.

  • Reporting
    Has access to the reporting feature only.

To change a user's role:

  1. Click on your company name on the right.

  2. Select Users & Roles.

  3. Select a user.

  4. Select an access role.

To delete a user:

  1. Click on your company name on the right.

  2. Select Users & Roles.

  3. Select a user.

  4. Click on Delete User at the bottom.

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