To Add a User:
Step 1: Select the Organizational Admin drop down, and then select invite user.
Step 2: Enter the email address of the associate you would like to invite. The correct user type is Account User.
Step 3: The invited user will reciece an email that looks like the image below.
Step 4: The user will create their account and have immediate access to the platform.
To Remove a User:
Step 1: Select the Organizational Admin drop down, and then select Manage Users.
Step 2: Next to the user you would like to remove you will see a red deactivate button, pictured below. Selcect that.
Note:
- You can reactivate a user from this same screen, and you can archive a user as well.
- You will also be able to see a list of all archived users through a selection on this screen as well.