How do I add or edit users?

Within Settings > Users, review, add, or edit your company’s user accounts for the portal. portal. Details shown in the table include a user’s name, email, the last time they were active in the portal (Last Active), when their account was created (Date Joined), and their user status: 

Adding a New User 

To add a new user: 

1. Click the Invite User button in the top right corner of the page:  
2. Add the user’s information: first name, last name, contact number, email address, job title (this can be edited later if you are unsure), and user type: 
   
   

   💡 There is currently only one user type to choose from, Super Admin.

3. Click Invite User.  

The invited user will receive an email from Fintech to register for the SBT Portal. 

Editing Users 

⚠️ To delete users, you will need to contact Client Services: service@sbt.fintech.com

To update a user’s name, email, contact number, or job title: 

1. Hover over a user row and click the pencil icon:
   
2. Make the necessary edits, then click Save Changes: 
   

Changes to a user's account will take effect immediately.