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Click on your Team Name and go with see team members option.
Under the Team overview, List of your team members will be shown.
You will be able to add a user and viewa user there.
Adding users to your company
Add the first and last name of the user.
Add an accurate and working email of the user.
Add a strong password to the password field.
Then click on the "Add User" button in order to add the user to the team.
The new member will get a verification link via email. Once they click the link, they'll be directed to the login page.
The new member can log in now using the email and password you set.
After logging in, they can change their password by going to My Team, clicking the eye icon, and selecting Change Password if needed.
Adding a role to a user
Only a user with the Super User or User Manager role can add roles to another user.
Log in to the platform and go to “My Team”.
Locate the user who needs the role added from the list.
Click the eye icon on the right corner of that user’s row to view profile.
Scroll down to the Edit Roles section. In the Add Role bar, select the role you want to add and click the Add Role button
Inactivating a user in an account
Users should be inactivated when they leave the company or change roles, to prevent unauthorized access and ensure that only those who need platform access can log in. While users cannot be deleted from an account, they can be inactivated by another user in the same account, which prevents them from logging in. Only a user with the Super User or User Manager role can inactivate another user.
Log in to the platform and go to “My Team”.
Find the user who needs to be inactivated from the list of all users in the company account.
Click the eye icon on the right corner of that user’s row to view profile.
Scroll down to the Edit Roles section. In the Remove Role bar, select the 'Login' role and click Remove Role.
Once the Login role is removed, the user is inactivated and can no longer log in to the platform.
