Create a User Account
1
Open user management
Log in to the admin system > navigate to Users.
2
Add a new user
Click Add User > enter the email, full name, and select a subsidiary organization (if applicable).
3
Assign a role
Select a role for the user: Admin or Member.
4
Send the invitation
Click Create to send an email inviting the user to set up their account.
Manage Accounts
Edit Information
Click on the user’s name > Edit > update the information > Save.Change Role
Click on the user’s name > change the role under Permissions > Save.Deactivate an Account
Click on the user’s name > select Deactivate. The user will no longer be able to log in, but their data will be preserved.Reactivate an Account
Click on a deactivated user’s name > select Reactivate.Only the Super Admin can permanently delete a user account. Admins can only deactivate or reactivate accounts.