User Management

Overview

You can send invites to additional users and set their permissions using the steps below.

User Permissions

Admin

Instructions

Inviting Additional Users

  • Navigate to the Manage Users page
  • Click Settings
  • Click Manage Users
  • Click "Invite User" and enter an email address
  • The user will receive an invite in their email that they should follow to activate their account

Invited Users

You can delete a user invite if you need to send an invite to another user or send to an updated user.

  • Under Invited Users find the user invite you want to delete
  • Click Delete to delete the user invite.

Manage Existing Users

You can manage existing users roles or active status.

  • Find the user you wish to change, and click Edit Permissions
  • Here you can change their Role or Active status
  • Administrator - this gives a user administrative access to invite users, change calculators, delete calculators, and build new calculators
  • Active - This is to either make the user an active user or deactivate their account. Deactivated accounts still count toward a user license.
  • Click the check box on either one to activate/deactivate the feature for that user

Ray Alner

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