Important Note on Permissions: Access to the “Users” page is dependent on your specific administration access level. If you do not see the navigation option described below, you may not have the required permissions to manage users.
Step 1: Access User Management
Click the “Users” button in the left-hand navigation menu.
- To manage existing users: Click the icons next to a specific user’s name to edit their details or delete their access.
- To create a new user: Click the blue “New User +” button located above the user table.
Step 2: Configure User Details
- Fill out all required fields in the user profile form.
Role Assignment: You must assign a role of either Client Admin or Client User.
Step 3: Define Access Scope
Select the Scope for the new user to determine which accounts they can access within the agency portfolio.
- Options: You may grant access to specific clients or all clients.
- Multi-Select: Multiple selections may be made for users who require access to several specific accounts.
Step 4: Save Changes
Once all details and scopes are defined, click the blue “Save Changes” button to finalize the user setup.