Listed below are the main actions available on the Users tab.
- Create New User
- Edit User
- Change Role
- Send Email (Inviting Users to the system)
- Enabling, Blocking and deleting Users
- Exporting the User List
Create New User 
Click the create new user button 
to open the Create Customer User form. Enter in their Email (required) and First Name and Last Name. By default their Role defaults to Customer User. Click Save to create the user.
To edit an existing user first check the select box for that user 
and then click the 
to open the Edit Customer User form.
Change Role
Customer Admins are the users in your organization that can setup other users and new Engagements. Everyone else should be set to Customer User.
To change the role of a user or users, select the user(s) record first then click the customer role button 
. Select the new role you want to apply to the user(s) and click Confirm.
Make sure you invite any new user to the system, so that they receive their welcome email
Send Email
Once you have setup a new user you need to send them a welcome email. Select the user(s) record with the checkbox on the right of the grid. Then click the Send Email button 
. This sends the new users the welcome email that starts the login process.
Enabling, Disabling and Deleting Users
Users can be disabled 
, enabled 
or deleted
by selecting the checkbox for the user, then selecting one of the action buttons.
Downloading the User List
A full User list can be downloaded by click the 
button. An Excel CSV file will be created, with the users listed and all columns displayed.