The account owner can create unique logins and customize permissions for additional users to access the app and website.


Using the website

  1. Users (left side menu)->Manage Logins->Add a Login
  2. Enter user’s Email Address
    Enter Login Name. Can be the email address or a different login name.
    Click Save
  3. Set permissions for user
    Check box for Permission level
    Check boxes for Feature Permissions
    Click Save


New User

  1. The user receives an email and clicks Get Started.
  2. The user clicks I Agree to the Terms.
  3. The user creates their own password and clicks Save. The password requirements are provided.