Adding / Managing Users

You can add users to your account to allow other people to have access to use the platform on your account, but without having to grant access to the full account and billing information.

Go to Account > Users to view a table of users with access to the selected account. The table displays the following information:

Invite a new User

As an administrator, you can invite a new user including assigning privileges.

In the user detail screen:

1. Insert the email address(es) of the user(s) you wish to invite

2. Provide a role:

3. List the accounts to which you want the new user to have access

4. Decide whether you wish to add this user to other accounts but with a different role:

Click Send Invitation in the bottom right corner of the screen.


An email invitation is sent to each of the recipients detailing the account(s) to which you are providing access including the URL and email address they are required to use to login. The user must click the 'Accept Invitation Now' link contained within the email to register successfully. A user is marked as Pending in the Users table until they accept the invitation, create their profile and login for the first time.

A user with access to multiple accounts can access the accounts from the account dropdown menu located in the header bar of the Hub.