Add or Edit a User

Adding a New User

1. Go to the Users page. This page shows all the usernames and passwords currently set up in the system.
   
2. Click the plus icon (+). You’ll see this in the upper right corner of the screen.
   
3. A pop-up window will appear. Fill in the new user’s details.
   
4. Set the Access Level and choose the right level for the user. Need help? See the explanation of access levels here.
5. Click “SAVE”. This will save the new user and add them to the system.

Additional Information:

✅ Send Account Setup Email is checked by default. This automatically sends the user an email with instructions to set up and access their account.

Note: If you forget to enter something, you can always go back and update the user’s info later.

Editing a User

1. Click the pencil icon [icon] next to the user’s name.
   
2. Update the information you need to change (like name, email, access level, etc.).
   
3. Click “SAVE” to apply the changes.