The Users section is where you create and manage the people who can access your account. Each person should be set up with their own login details, so you can control their access and keep the account secure.

💡 Tip: Review your list of users regularly to make sure only active team members have access.

Setting up users correctly ensures that:

• Everyone has their own login credentials

• You can grant or restrict access through roles

• Access can be updated real time

🔐 Permissions required

(see Roles & Permissions Overview for details)

• Who can access User section: Account Owners or users with Custom Roles that include user management permission
• If you don't have access:
  • The user list will appear in view-only mode without the Edit, Assign Role, or Add User options
  • Contact your Account Owner or Administrator for access 

Accessing the Users section

From the main menu, go to the top-right corner and click Profile > Settings > Users

🔍 What is the Users section?

The Users section allows you to:

• Add or remove users or staff with the right level of access
• Enable or disable inactive users
• Assign User Roles specific access level of permissions based on responsibilities

When set up correctly, this helps maintain security and accountability across your organisation.

🧭 When to use it

Use the Users section when you need to:

• Onboard a new staff member
• Change access levels after a team role change
• Off board a departing user to remove their access
• Audit who currently has access to your system

Benefits of setting up users

Creating separate logins for each team member helps you:

• Improve account and maintain visibility. And add security across your account
• Assign access and permissions based on role. Every person logs in with their own credentials
• Keep track of who has access
• Quickly remove access if needed
• Permissions are properly managed through Roles & Permissions
• Access can be quickly removed when someone leaves the organisation

🌟 Best practice

• Use clear naming (first and last names) for easier tracking
• Assign the least access needed for each user
• Regularly audit inactive users and remove them
• Align roles with responsibilities to maintain security and clarity

Now that you know how the Users section works, you can:

• Add new staff members with the right access level
• Regularly review and update your user list
• Use roles to control access and permissions to keep your account secure