How do I add users and teams?

A user is an individual who is granted access to your dashboard. When creating a user, you’ll need to define the user’s role and team. Before proceeding, read this article explaining roles and teams and make sure you understand their functions.

How to Add a User

Click the grid icon in the top right corner, then click 'Manage Users'. 

To add a user, click 'Add User' in the top right.

Type in the user's name and email, then select their language. Choose the user's role, then their team assignment (hover over the orange information icon for an explanation of each user role and team option). If you'd like to assign the user to a team, you'll see a dropdown of available teams.

Click 'Add' in the bottom right when you're finished.

A verification email will be sent to the email address you specified for the user. Once the user's email is verified, the user is active.

How to Create a Team

Go to Manage Users, then to the Teams tab. Click 'Add Team' in the upper right.

You'll see a list of available users. Select which users you'd like to group together on a team, then click 'Next' in the upper right.

Next, you'll need to select the display(s) you'd like the team and all of its users to be able to control. Choose the desired display(s), then click 'Save' in the upper right.

Your team is now created!

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