Platform
Accounts

Users

2min

The Users feature in our portal empowers you to create sub-accounts under your main account, allowing you to efficiently manage team access. Each sub-account user can be assigned custom permissions, tailored by the main account holder to fit specific roles and responsibilities. This flexibility enables seamless collaboration and ensures that each team member has the appropriate level of access, all while maintaining control and security over your account.

Creating a sub-account

  1. Upon logging in, select your profile picture at the top right of the portal.
  2. From there click on Users, you will be presented with this page:

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  3. Click on Add Users.

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  4. For Full Name and Email ID enter the nessesary information of the new sub-account.
  5. Next, you have the option to either set a password, generate one or ask the user to set a password on first login. Choose what better suits your needs.
  6. Then, you set the role and the project for the new user. For more information about Roles check the corresponding guide.
  7. Finally, set the status of the user and click Save.

Done! You have setup a sub-account.

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After tyou have created the sub-acocunt you have a number of options.

  • Update User: Update/Edit the details of the sub-user.
  • Re-invite Sub-user: Resent the invitation email to the sub-user.
  • Delete User: Removes the sub-user.