Master Admins or users with the required permission can add, edit, and delete users. There is no limitation to the number of users that are created.

To create a user with a custom user role, click here.

Create a new user

1. In the lower-left corner, select the account profile > Account info.

2. Go to the Users tab and click the + icon in the toolbar.

3. Enter a username and email, configure the advanced settings, and then click Next.

• Send activation email: Leave this option enabled if you want the user to receive an email with a set password link. If you disable this option, you must enter a password.
• Set an expiration date: Enable this option if you want the user to to have an expiration date.

4. Select a predefined role and click Next.
For a list of available user roles, click here.

5. Select which connectors the user should have access to, and then click Next.

6. Review the user details and settings, and then click Create.

Edit a user

1. In the lower-left corner, select the account profile > Account info.

2. Select the Users tab.

3. Point to the user and click the gear icon.

4. Edit the user information.

5. Select Update.

Delete a user

1. In the lower-left corner, select the account profile > Account info.

2. Select the Users tab.

3. Point to the user and click the trash can icon.

4. Select Delete to confirm the deletion.