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How to add and edit a user  

  • Updated

Adding a user

  1. Go to your profile, click your name, and select Users from the dropdown.

    image-20240307-163343.png

  2. Click Add user.

    image-20240307-163637.png

  3. Enter the user's information.

  4. Choose the type of access and role for the user. You can also restrict the number of checks a user can perform by selecting the Limit number of checks box and typing in the total checks allowed.

Editing a user

  1. Go to your profile, click your name, and select Users from the dropdown.

    image-20240307-163343.png

  2. Update the user's contact information, access, and/or role. An admin can also send a password reset link to prompt the user to reset their password.

  3. To deactivate a user, click Deactivate user.

  4. Once you are done editing the user, click Save all changes.

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