Reach these settings through your personal icon the Information center in the top right corner.

Click the Users tab on the left inside your Account Settings.

By default, all accounts begin with a maximum of 3 users. These can have different tool and section permissions. This will allow Admin users to keep better control of the people who use the platform, and ultimately of what kind of data the users have access to.

Here in this list, Account users and Admin users can add users, edit permissions and delete users.

Learn more about User roles and Permissions.

To edit or remove user, select user in the list and see options in the bottom bar.

Now, you can update any setting, like name, mobile, time zone, language or date format.

1. In the Users tab of your Account Settings, click Add user, located on the top right of the account user list.

2. Enter the email address for the new user, and adjust their Tool permissions and Data section permission.

3. Click Send invite.

4. Your user will receive an email message with an invitation. All they have do to is to set a password and they are ready to start working in the account.

Refer them to our First Time logging in article for detailed instructions on how to log in.

Guest users are users that we have created in your account in order to provide you with personalised support, custom templates, and just about anything you have requested from our services.

There might be more than one Support professional or Professional Services consultant with access to your account, but they will be operating only through one user.

To see Guest users, go to the Users tab on the left inside your Account Settings. At the bottom you will see Guest users.

Guest users are only in your account temporarily. The user will remain in your account for a period of time, and will eventually leave your account once all your requests have been delivered and/or any existing issues have been solved.

User roles and Permissions