Spetersen: Created page with "==Managing Roles and Adding Users to Account ==

In upper right-hand corner click "Account Summary"
File:Account-Summary.png
In the pop-up window, select which account you want to manage and/or add users to and click "Manage Roles"
File:Manage-Roles.png
The"Role List" that is displayed shows everyone who is associated with that account and their role level. To change the role level of someone, simply double click on their email add..."

2025-08-29T19:33:29Z

Created page with "==Managing Roles and Adding Users to Account == <ol> <li>In upper right-hand corner click "Account Summary"</li> File:Account-Summary.png <li>In the pop-up window, select which account you want to manage and/or add users to and click "Manage Roles"</li> File:Manage-Roles.png <li>The"Role List" that is displayed shows everyone who is associated with that account and their role level. To change the role level of someone, simply double click on their email add..."

New page

==Managing Roles and Adding Users to Account ==
<ol>
<li>In upper right-hand corner click "Account Summary"</li>
[[File:Account-Summary.png]]
<li>In the pop-up window, select which account you want to manage and/or add users to and click "Manage Roles"</li>
[[File:Manage-Roles.png]]
<li>The"Role List" that is displayed shows everyone who is associated with that account and their role level. To change the role level of someone, simply double click on their email address, in the pop-up window update their role level and click save. To create a new user click the "Create" button in the upper left-hand corner.</li>
[[File:Manage-Roles-Create-Button.png]]
<li>In the "Create Role" pop-up window enter the users email address and select desired role level from drop down menu and click create.</li>
[[File:Create Role.JPG]]
</ol>

Manage Roles - Revision history