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Users tab

On the Users tab, the admin can add users in the account. It may be an existing user or the admin can create a new one by filling out a form. The admin can assign a role (it's possible to give more than one role) to a user and also delete a user or their role.

Adding Existing members

  1. Go to the Users tab.
  2. Input the email address.
  3. Select the user from the drop-down list.
  4. Select a role for this user (admin, billing, member or manager).
  5. Click Add.

Adding New members

  1. Input the new email.
  2. Click Create new user.
  3. Fill out First name, Last name and Email fields.
  4. Click Create.
  5. Select a role for that user (admin, billing, member or manager).
  6. Click Add.

User deletion

  1. Select a user from the list or find them using Search.
  2. Click the Delete button.
  3. Put ticks into all checkboxes.
  4. Click Delete.

User role deletion

  1. Select a user from the list or find them using Search.
  2. Click the Delete button.
  3. Put a tick only in those role checkboxes you would like to delete.
  4. Click Delete.