Managing User Permissions

Updated on Mar 05, 2025

To perform actions on this page you must have one of the following roles assigned with Default User:

Manager
CME

This article provides a walkthrough on adjusting user permissions.

Select "MANAGE USERS".

To add a new user complete the steps below:

Select the plus sign icon near the search bar.
Enter user details
1. First Name
2. Last Name
3. Email
4. Phone Number (if applicable)
5. Site(s)
6. Role (Default User, Manager, and Technicians)
  - To view designated role permissions click here.
Click save

To remove a user complete the steps below:

Select remove next to the user
Select remove again to confirm

To manage existing user permissions complete the steps below:

Select the Edit icon next to the user
Update user role, site permissions, or notification settings.
Click "SAVE".

User-managed settings must be updated by the user under the account settings.

To export a current user invite list, select "EXPORT" in the top right corner.

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