User management overview

If a user is an Org Admin, they can create new users and set their permissions.

Add a user

• Within the dashboard, select Users in the left-hand navigation menu.
• In the upper right corner, click the + Add New User button.
• Enter the new user’s email, then set their role. There will be two options: Org Admin and Org Viewer
  • Org Admin: can view the dashboard, view and edit users, and view and create reports.
  • Org Viewer: can view the dashboard, and view and create reports.
• Next, set the Organization. Org Admins can only invite users to Organizations that they can access.
• Hit Save. By default, the new user will receive an invite email with a link to set their password. The link will expire after 24 hours.

Remove a user

• In the dashboard account, select Users in the left-hand navigation menu.
• Locate the user and select Remove.
• There will be a confirmation message, select Yes.