Adding and Deleting Users

Access Users and Permissions

1. Navigate to the Settings page via the icon in the top right corner of your dashboard
2. On the left side of your screen, under the Settings header, select the Users & Permissions tab

Adding/Inviting New Users

1. On the right side of the Users & Permissions page, click the Invite button
2. Type in the email address of the new user you would like to invite and click enter
   1. You may add more than one email to invite multiple users at a time
3. Select whether you would like them to be an account Admin or an account Employee
   1. Refer to descriptions below if you are unsure
4. Add a message if you would like
5. Click Send

Changing an Existing User's Role/Permissions & Deleting Users

1. Hover over the user whose role/permissions you wish to change
2. Scroll over to the Actions button that appears, and hover over it
3. Select Change Roll from the dropdown
4. When the popup appears, you can hover over the users existing role and change it to another role, or remove the user under the Manage subcategory
5. Click Done once the desired change is made

Roles

Admin: Admins have access to all Wholechain features, and may view/edit Account Settings, Plans & Billing and Invoices.