Adding Users

Adding a user grants them access to the dashboard – their access level and ability to perform functions within the dashboard depend on the user role that you assign them during this process.

  1. Select Project Settings from the drop-down menu at the top of the dashboard.
  2. Click User Management in the list on the left side of the dashboard.
  3. Click Add user in the top right corner.


  4. Enter the user’s Email (required), Name (optional), and Phone number (optional).
  5. Select the user’s Role – this will determine their access level to the dashboard.
  6. Click Save.

Note: Sub-level users only have access to their company’s data.

Note: User level cannot perform functions with an X next to them.


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