How to access user management & update permissions

Admin users may access user management and make many permission updates. 

• As an admin, to access user permissions, select “Permissions” from the upper right hand corner drop down menu

• To add a new user, select “Add user”

• Enter the email address of the user and select “Next”

• Complete the User’s contact information (note that first and last name are required)

• Choose to provide the user with editor or viewer role, invoice access, and add them to relevant groups
• Select “Send Invite"
  • The user will receive an invitation to set a password and log in to the email address provided