How do I manage users in my account or edit my organization's information?

Adding a User

• Click on your name in the top corner to access your account settings.
• Click on the Manage Users tab
• Click "Add New User" to add a teammate. Enter their first name, last name, email, phone number, and role, and set a password for them.
• Click on “Create User”

Removing a User

• Click on your name in the top corner to access your account settings.
• Click on the Manage Users tab
• Locate the user you want to delete, then click on the checkbox next to it.
• Click on the trashcan icon and delete.

Editing your Organization’s Information (name, EIN, website)

• Click on your name in the top corner to access your account settings, organization details, and notification preferences.
• Click on the My Organization tab on top
• Edit your organization name, EIN, website address
• Click on “Save All Changes”