Skip to main content

Manage user accounts

Create client user accounts

Overview

There are two types of accounts: admin and member.

  • Admins can access all information for their company

  • Members can only access Requests and Controls that are assigned to them

User accounts can only be created and deleted by admins

Add a user

  1. Open Settings > Users
    ​

  2. Click +User

  3. Fill the required fields then click Create User
    ​

Delete a user

  1. Navigate to Settings > Users and click on the user's profile

  2. Click Deactivate
    ​

  3. Click Delete User
    ​

Did this answer your question?