Creating and Managing User Accounts

Managing User Accounts

User accounts can be created and managed through the Manage Users screen. To update roles in the system, navigate to the Manage Users screen.

When you access this screen, you will see a list of all users in the current tenant.

Creating a New User Account

To create a new user account:

  1. Click the Add User button at the bottom of the table.
  2. Fill in the required user details.
  3. Add the user to any Groups they need.

Managing an Existing User Account

To edit an existing user account:

  1. Find the user you want to edit in the list of users.
  2. Click the navigation icon to the left of their account.

All changes will be saved automatically.

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