How To: Add & Remove Users

Adding and Removing users can be done in just a few clicks.

Full Access is needed first, from here you have two pathways to go through.  First option is from the Home page you can click the + next to Users:

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Or, click on your name in the top right-hand corner to take you to your Settings page, and choose Company users from your sidebar. 

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A slider will bring out a complete list of your users and their access levels. To add a user, enter their email address and select the permission level or enter a Mark Up % if applicable. This will send them an email invite to set up a password. (They will not be able to see their permission level or markup if they are not Full Access).

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Do you need to delete a user? You can do this from this screen as well. Simply click the trash can on the right side of the user entry. 

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If you find yourself stuck or have any other questions about adding or removing users drop us a line at