Users

These Users are anyone that will access the program other than Service Providers.  

Create a User:

  1. From the Navigation menu, select Users >> View All
  2. Click Add User
  3. Enter the data (All fields required):
    1. First name
    2. Last name
    3. Email
    4. Role (this is important and controls the user’s permissions in the program)
    5. Timezone
  4. Click Add User
  5. The newly created User will receive a welcome email with instructions to set their password
  6. Once created, User profiles may be edited by the User only

Edit a User’s Assigned Team(s): [see Teams]

  1. From the Navigation menu, select Users >> View All
  2. Click the hyperlinked name of the User requiring edit(s)
  3. Add or Delete the Teams the User is assigned to
    1. The associated Projects are listed on the right side of this page

Archive (remove) a User:

  1. From the Navigation menu, select Users >> View All
  2. Click the hyperlinked name of the User requiring edit(s)

Click Archive User