Adding Teammates

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For companies with more than one person behind the scenes, our system makes it easy for you to manage access and have different users. Users are people who can log in and view different levels of the system.

You can do this by going to Administration -> Manage Users

On this page, you can add users – you can do this manually, or import users from your organization using a spreadsheet. You can see all users listed showing their permissions, site access, default Cost Centre, and last login details. 

To make changes to a user, click the column name highlighted in blue.

In this section, you can do the following:

  • You can revoke access

  • You can reset user passwords

  • You can change the user access level

User information, such as email and name, cannot be edited. To update this information, you must delete the existing user and create a new one with the correct details.

Different User Capabilities: