You can view current users and add more to your company by clicking on your company name and then Manage Users.
To invite a new user to the platform, simply click on Invite New User and the system will prompt you for their first name and e-mail address.
We currently support a few permission levels for users:
- Administrator: Full Access, Create/Modify Users, Manage Billing
- Standard User: Full Access to Modules, Unable to Create/Modify Users or Manage Billing
- Account Rep: Full Access to Platform but can only see details on their customers
- API Account: Used only to access the API (can not log into the Control Panel)
Only Administrators are able to invite new users.