How to manage users

How to manage users

The Admin Panel allows the account administrator to add and delete users. Individual user permissions can also be set within the Admin Panel.




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    • Managing Users

      All users can be managed in the Admin Panel under "Users".     Guest users may also be added here and will have read-only access to the platform. To share information to guest users they must be added to a project within the Projects Section.
    • Adding Guest Users

      To add a guest user, simply click the green button labeled 'Add Guest' and fill in the appropriate name, email, and password for you guest.       Here, you will be able to change the name, email, and password required of the guest user. To deactivate ...
    • Active vs. Inactive Users

      Within each "edit user" menu, you will be able to make each desired user "Active" by using the labeled checkbox. Making a user "Active" will allow you to add the desired user to projects throughout the platform.   
    • Managing Guest Users

      Adding guest users to a project is easy! Simply use the search tools at the bottom of the page to find your guests. Guest users will have read-only access to the project / collection.  
    • Adding New Users

      To add a new user, simply click the green button labeled "Add user" on the right side of the user's dashboard.     Here you will be able to add a name, job title, email, password, as well as determine the permissions of the user.