This guide covers the step-by-step process of defining roles and sending user invitations.
How do I access User Management settings?
To get started with managing your team, you'll need to head over to the settings area. Navigate to the main menu and select 'Settings', then look for 'User Management' or 'Users'. This is the central hub where you can control who has access to your account and what specific actions they are allowed to perform once they log in.
💡 Action Steps
Click on the Settings menu
Select User Management
What are Permission Levels?
Permission levels are essentially templates that define what different groups of users can see and do within the system. Instead of setting restrictions for every single person individually, you create a level—like 'Manager' or 'Staff'—and assign those rules to the level itself. This makes it much easier to stay organized as your team grows.
💡 Action Steps
Review existing permission roles
Identify the access needs for different team departments
How do I create a new Permission Level?
Within the User Management section, find the 'Permission Levels' tab and click on 'Create New Level'. You'll want to give this level a clear, descriptive name so you know exactly who it's for. Once named, you will see a list of checkboxes or toggles representing the different features and data sets in the platform.
💡 Action Steps
Click Create New Level
Enter a name for the permission level
How do I configure specific access rights?
Now you need to go through the list and check the boxes for the features you want this user group to access. You can toggle permissions for viewing reports, editing client data, or managing billing. Be sure to carefully review each category—such as 'Admin' or 'View Only'—to ensure users have exactly the amount of access they need to do their jobs without seeing sensitive information.
💡 Action Steps
Toggle specific feature permissions
Select between View, Edit, or Delete rights for each module
How do I save the new level?
After you have finished selecting all the appropriate permissions, scroll to the bottom of the page and click 'Save'. This level is now stored in your account and is ready to be assigned to any new or existing users you add to the system.
💡 Action Steps
Scroll to the bottom of the permissions list
Click the Save button
How do I add a new user to the platform?
To add a person to your team, switch over to the 'Users' tab and click the 'Add New User' button. This will open a form where you'll need to enter their basic information, including their first name, last name, and a valid email address where they will receive their login credentials.
💡 Action Steps
Navigate to the Users tab
Click Add New User
Fill in the user's name and email address
How do I assign a Permission Level to a user?
When you are filling out the new user details, you'll see a dropdown menu labeled 'Permission Level' or 'Role'. Click this dropdown and select the level you just created. By doing this, the user will automatically inherit all the rights and restrictions you defined in that template.
💡 Action Steps
Open the Permission Level dropdown menu
Select the desired role for the user
How do I send the invitation email?
Once the details are filled out and the permission level is selected, click on 'Send Invitation'. The system will generate an automated email containing a link for the user to set up their password. Keep in mind that for security reasons, these invitation links often expire after a certain period of time.
💡 Action Steps
Verify the email address is correct
Click Send Invitation
How can I see if a user has joined?
You can monitor the status of your invites back on the Users list. You will see statuses like 'Pending' if they haven't logged in yet, or 'Active' once they have completed their setup. If a user hasn't received their email, you can usually find an option to Resend the invitation from this same view.
💡 Action Steps
Check the User Status column
Use the Resend button if the user cannot find their invite