This article provides rules and steps necessary to:
Invite New User
Step 1:
Click your Company Name in upper-right corner, and then click User Management.
Step 2:
Click NEW USER.
Step 3:
Fill out the information to Invite New User. The User will receive an email notification with instructions to complete the registration process.
As an Admin, select the Role of the new user.
- ADMIN - Can perform all actions.
- AGENT - Can perform all actions except User Management (cannot Invite or Delete users) and Billing.
- MAINTENANCE - Restricted to actions associated with only Assigned Melds.
Complete the following fields.
- First Name
- Last Name
- Email Address
- Current Property Groups
Click INVITE.
Change the Users Role
Step 1:
Click your Company Name in upper-right corner, and then click User Management.
Step 2:
Click and click Edit user.
Step 3:
Select a Role for the user and click SAVE.
Delete User
Step 1:
Click and click User Management.
Step 2:
Click and click Delete user.
Step 3:
Select a User to assign any outstanding Melds, and click YES.
NOTE: Historical data is not deleted. The User, their chats, notes, expenditures, etc. remain on completed Melds.