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How to add and edit users?
Updated over a year ago

Add and edit users

Using this setup, you can add* users that are part of your organization and also make changes to the existing ones.

To add and edit users:

  1. On the main menu, click on the Settings icon on the top right corner of the page and click on Settings.

  2. Next, click on Users in the sub-menu. This displays an entire list of users within your organization.

  3. To add a new user, click on Add New on the top right corner of the page.

  4. Enter the below mandatory fields:

First Name, Nick Name, Email, Company Name and Role - Is Admin, Is IT Admin, Disabled, Hide.

  1. Finally, click on Add and Stay to stay on the same page or Add to save and return to the main page.

To edit an existing user:

  1. Follow Steps 1 & 2 as mentioned above.

  2. Click on the Edit pencil icon on the required users record.

  3. Post changes, click on Save.

*To understand the pricing & costings, contact your IT Support Team prior to adding a new user to the system

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