All users associated with an account are displayed in this section. On this screen, users' names, email addresses, user types, statuses, departments, most recent logins, and mobile numbers will be shown.
Jump to Step
Add New User
(Super Admin access needed)
Go to the Settings Tab
Click Add New User
Add the User details (First Name, Last Name and Email required)
Select a User Role
Click Add User
New Users receive an activation email to set up a password.
There are multiple edits you can make to a user:
- First and Last name
- Manager (if regular or admin user)
- Role (Cannot be changed if user is Super Administrator or account owner)
- Mobile Number (Optional)
- Department (Optional)
- Title (Optional)
- Status: Set to Active or Inactive
Share Documents with Department Administrators
Allow specific users to share documents with Department Administrators.
Allow Secured Field Access
Allow a specific user to have access to secured fields or not. This option is unchecked by default
Delete a User
Delete a user from Account Users and transfer any assets to another user with the same user level.
Send new password link
This action will send a link to the user’s email address to set a new password.