As your business grows, we want to make it simple and easy to add, edit, and remove users. Note: Only account Admins (i.e., users with the role type of Admin) can manage users.
Before you add a team member, you can check the Role section on the User Management tab to see how many different Admin and Users, as well as the total count for each role.
This article covers the following topics:
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Adding a New User or Admin
Editing a User’s Profile
Remove a User
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Adding a New User or Admin
From the hamburger menu
select Settings.Click the USER MANAGEMENT tab.
In the Users section, click the ADD USER button to show the Add New User pop up.
Choose the Role, either Admin or a User. Refer to https://efficienttech.atlassian.net/l/cp/UVDG5NkG to learn more about different roles in the App.
Follow the required! criteria to enter the new user's information into each field.
For Usernames, we recommend using an email address.
Click the ADD button to add the User to your account.
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