Adding a New User
Go to Organization Settings: From the left-hand menu, click on "Organization Settings."
Access the Users Section: Click on the "Users" card to view the user management page.
Add a User:
Click the blue Add button in the upper-right corner.
Enter the user’s full name and email address.
If you don’t have a phone number, enter 999-999-9999 in the phone field.
Click Save.
Next Steps: The new user will receive a welcome email with instructions to get started.
Managing Existing Users
The Action icons provide all the tools needed to manage your users.
Removing a User
Locate the user in the list.
Click the trashcan icon on the same row as their name to remove them from the system.
Editing a User
Find the user you’d like to update.
Click the pencil icon on their row to edit their details (e.g., name, email, etc.).
Save your changes when finished.
Impersonating a User
To act on behalf of a user (e.g., troubleshoot their account), click the people icon on their row.
This will allow you to access their view of the system.
Uploading Files for a User
Important: Do not impersonate the user for this task.
Locate the user in the list and click the upload icon on their row.
Follow the prompts to upload files. The user’s name will appear at the top of the page to confirm the action is tied to their account.
Downloading Users for your Billing Team
Currently active users can be dowloaded from the Mangage Users screen by clicking the Export Users button in the upper right of the page.
If you have any questions or need assistance, feel free to reach out to our support team at [email protected]. We’re here to help!
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