Create Users and Assign Roles

Step #1 of setting up your new account is adding users.  Only users designated as Account Managers have the authority to create and manage user permissions.  User permissions are organized under standard user roles.  Each new user you create is automatically provisioned as an Account Manager if you do not assign a specific role to him or her.  

See the video below for a demonstration of how to create a new user and assign a role to that user.

Manual User Creation & Role Assignment

Create Users & Assign Roles
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Create Users & Assign Roles

Standard User Role Overview & Bulk Import

Standard User Role Overview & Bulk Import
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Standard User Role Overview & Bulk Import