How do I add or remove users?

Within Settings > User Management, team members with sufficient rights can add, deactivate, and manage account users and their roles.

For security, anyone with Super Admin or Admin access should have a clear understanding of the capabilities each role provides. The following table lists and describes the 4 roles available:

Role	Capabilities & Access
Super Admin	Invite users and set any role (ie, admins and super admins) Activate/deactivate users Manage subscription level Configure bank accounts & distributors
Admin	Invite users and manager Advanced and Basic roles Manage subscriptions Configure bank accounts & distributors
Advanced	Manage subscriptions Configure bank accounts & distributors
Basic	Can view website data only

Adding and Editing Employees

💡 You must have admin privileges at minimum to add and delete users.

To add a new user:

Go to Settings > Users.
Click the Invite User button in the top right corner of the page.
Add the user’s information:
1. First Name, Last Name, email address and user role are required.
2. Phone and title are optional fields.
Click the Invite button. The invited user will receive an email and be guided through the Registration process.

Super Admins and Admins can make changes to a user. Please note the following restrictions on making updates:

Super Admins can update the profile, role, and active status for admins, as well as Basic and Advanced users.
Admins can update the profile, role, and active status for Basic and Advanced users.
Super Admins can change the profile, role, and active status for a colleague who is a Super Admin.
Super Admins CANNOT deactivate themselves. Another Super Admin must do this on their behalf.
Email addresses CANNOT be updated by any role. Contact Client Services to update an email address.
Passwords must be reset by the user (admins cannot reset someone else’s password). This can be done by hitting Forgot Password on portal’s log-in screen or in the portal by clicking on Profile (your initials in the upper right corner of the page).

To update a user’s info, status, or role:

Go to Settings > Users.
Within the table, click the pencil icon at the end of the row to open the editing page.

💡 Users can be deactivated by the super admin but will remain on the list. Deactivated users will not be able to access the website or receive emails from the portal.

💡 A deactivated user can be reactivated. Once reactivated, the user can log into the portal again and receive alerts.