TABLE OF CONTENTS
- Video demonstration - Adding and removing users
- Detailed description - Add a user
- Detailed description - Remove a user
To manage user access on the platform, you can easily add or remove users via the "User" tab. Access to the "User tab" is granted to users with the account types Compliance Admin/ Compliance Office Admin, Team Admin, or Office Admin.
To learn the different role types and their access please go to the user roles article.
Video demonstration - Adding and removing users
Detailed description - Add a user
Step 1 -
On the left under Admin click "Users"
Step 2 -
Click on "+Add a new user" and enter their name, company email address*, and select their role**.
Click 'Save user'.
*Once you have clicked 'Save user', a password activation link will be sent to the registered email.
**Note that each role has different capabilities and access on the platform. For more information about this, please click here.
Detailed description - Remove a user
Step 1 -
To deactivate an account, click on the pencil at the right-hand side of the user.
Step 2 -
Click on the toggle button at the bottom to switch from "Active” to "Inactive". Click "Save user" to complete the process.
