Add Users

Access to Manage Users

Only Admin users with full access and Account Owner users are able to manage user profiles.

Go to the user management screen by clicking on the Profile icon ( ) > Manage Users.

  1. Click Add User.

    Clicking Add User

    When you want to add a normal user (i.e. not an API one), be sure to click Add User – and not Add API User. More information about adding API users can be found here.

  2. Fill in the requested information:

    • The Email address entered here will be used as the user's login.
    • First name and Last name are what will show up in the activity logs.
    • Select the Permission Role for the user.
    • If you do not wish to give the user full access to the system, tick the box next to Restrict to selected Companies and grant access as required.
  3. Click Save.

User Affiliation

If the Enable User Affiliation box is ticked in Account Settings, an Affiliation drop-down also appears on this screen with options: Internal and External. This field is required.

Permission role

More information on the different permission roles and on restricting the access of users' roles is available on the Roles and Restricted Access help pages.

The user will receive an email after you've added them. Once they click the link in the email, they can choose their own secure password and will then be granted access to the system according to their permissions.

Activation link expiry

The activation link expires after 48 hours. If it expires before the user activates their account, you can resend it from the Manage Users screen.

If at a later stage, you need to edit or remove the user, you can do so from the same screen by following the instructions on the Edit Users and Remove Users help pages.