Add or remove an admin user

Follow these steps to add a new admin user to your organization. Once added, they will have admin permissions.

Admin Roles Overview:

• Admin: Full access to all features, including billing management and adding/removing users.
• User: Access to all features, except billing management and adding/removing users.

Steps to Add a New User:

1. In the admin panel, click on your organization name in the left menu to access the Settings tab.
2. Click the pink plus (+) icon to add a new user.
3. Enter the new user’s email address, select their role (Admin or User), and click the Invite User button.

The new user will receive an invitation email. If they don’t see the email within five minutes, remind them to check their Junk or Spam folder. Once they accept the invitation, they’ll be able to log in to the portal.

Removing a User

Follow these steps to remove a user from your organization. Once removed, they will no longer have access to your organization.

Steps to Remove a User:

1. In the admin panel, click on your organization name in the left menu to access the Settings tab.
2. Find the user in the list and click on the three dots under the Actions column.
3. Select Remove, and then confirm by clicking the Remove button in the dialog box.

The user will now be removed from your organization and lose access immediately.