Learn how to create new admins and team leaders
To create new admin portal users, current users with "Admin" permission can use the System Users tab to see other System Users, add these users, edit existing users, disable existing users, and delete users.
The user list can be filtered by name or email or downloaded as a CSV. Users can be uploaded in bulk using the up arrow in the top corner. From the pop-up, you can download a file template to see how to format your bulk user file.
You can also add individual users from the list screen via the blue "Add New System User" button on the top right. Enter the user's name and contact information, the permissions you want to grant them (learn more about permissions here), and how you want to notify them of alerts.
Click on an individual user to edit their details, disable them, or delete them.
You can also view user details to see their current contact details and alert settings.
