This posts documents how to manage users and access rights from the Admin page within your Dashboard account.
Log in to the dashboard and click on Admin in the top right menu.
In the top menu, click on Users, you will see the list of user accounts that you currently manage (i.e. colleagues or customers).
You can click on the magnifying glass icon to see more information about a specific user.
You can edit the user account information by clicking on the Edit icon.
You can modify access rights to specific organisations and sites by clicking on the Building icon.
You can create new users by clicking on the + icon. There you must select the dashboard plan they must be associated to, i.e. what functionality they have access to and the associated subscription plan.
Untick the “Set password” button if you want them to receive an automated email to set their password. You may as well tick the “Set password” button if you prefer to set a specific password and send it over yourself by email. The email address of the user will be the username to log in.
Once the user has been created, you must give me access rights to some organisations and sites (see STEP 5), and then click on the “Mail” icon at the very right to get the automated username/password email sent to them.
Anthony Schoofs