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Add/Edit/Delete Users on your team

Updated this week

Manage your users from the Team page

You can swiftly modify your team via the Team tab on the dashboard. The following are the quick actions you can perform.

  • Add users easily with the "Add an account" button at the top of the page under the Users header.

  • Delete users with the red trashcan next to their name.

  • Edit their name and permissions with the edit button.

Add a user and give them link permissions

Begin by navigating to the Team tab of the dashboard from the left side menu.

Click 'Add User' button at the top under the Users header.

In the 'Add an account to your team' pop up, start by entering the user's information and assigning their role.

NOTE: The admin role offers full account access, while the user role provides more limited access, confined to the information of the links they are authorized to view. When you click the drop down, each user type with have a description of the user type.

To assign link access and notifications to a user, open the Grant Link Access dropdown and click the checkbox next to the relevant link's name. Bear in mind, users will only get notifications for the links assigned to them.

You'll also have the option to create a new link for this user specifically. This is highlighted above in yellow.

Edit User Settings

If you need to change a user's email address or change their link permissions or user type, you can do so by navigating to the Team tab of the dashboard from the left side menu.

Click the Edit button on their profile line.

Enter the changes you need to make and click Save.

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