Manage Users

Get all those co-workers who add to your business in the account and sharing valuable information. Here is where you can add, edit, or even deactivate users.

Note: you must be an admin level user or the account owner to have access to the Users tab.

  1. Add a new user
  2. View your deactivated users
  3. Give Advanced users additional permission to delete or export records by checking the box.
  4. Edit a User's Name, Email, User Level, or Time Zone, You can also deactivate a current user

Troubleshooting:  If you add a new user and they do not receive their intro e-mail, please contact support at