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Manage users

Add and maintain people who can sign in to your organization. This is a web Admin task.

Who can do this​

Administrators who can open Admin → Users.

Before you begin​

Know each person’s email and which permission group they should receive.

Steps — Web​

  1. Select Admin, then Users.
  2. To add one person, select Create New User and complete the form.
  3. To add many people, select Import Users and follow the import steps.
  4. Optional: use Import Passwords or Export Users when those actions are available to you.
  5. Open a user row to review or update details (when permitted).

What happens next​

New users can sign in after invitation or password setup completes. They only see areas allowed by their permission group.

Troubleshooting​

  • User cannot sign in — confirm the email, permission group, and that an invitation or password was completed.
  • Import errors — fix the file using on-screen guidance and try again, or contact support.