How to add a user

How to add a user to your account

Note: you need to have admin permissions to be able to add or modify users

1. Login to your account

2. In your profile menu (top right) select Users

1. On the Users page click Add A User

2. Enter the email address, first name and last name of your colleague

3. Select the dataset(s) the user should have access to (and the client, if you work with Clients)

1. Once saved, an email will be sent to the new user asking them to create a password and they will then have access to the account.

Managing users

From the menu next to each user on the Users page you can:

• Resend Invite if the user didn't receive or lost the invitation email

• Edit User Name and Edit User Role (see Roles & Permissions)

• Give access to more datasets, or Delete Access to a dataset

• Delete User

You can also add a user from a dataset: go to Datasets, open the dataset's menu and choose Add New User or Give Access To Existing Users.