Objective: How to create and maintain a company structure in Action Card

Adding and Editing Users in Action Card

Adding a User

• Add a user by clicking + Add a Person.
• Enter first name, last name, and email address; these fields are required.
• The password field is optional. If not set, the user will have the option to create one following the directions in the welcome email.
• If a password is set, instruct the user to disregard the welcome email.

Assigning Permissions

• Assign permissions to the user.
• Click on the “i” icon to view details and explanations for each permission.
• Check the Active box to ensure the username is activated.
• Click Save Changes. This action triggers the welcome email to the newly added user.

Other Notes

• To modify a user’s name, email address, permissions, or to deactivate a user, click the edit icon and make the desired changes.
• To resend the welcome email, edit a user’s details and click Resend Welcome Email.