Topics included in this article:
Adding a User
To add a user, simply go to Settings -> Users and select "Add User":
Settings are accessed by clicking on the gear icon next to your initials in the top right corner of the web console.
Once a new user is created, they will automatically be emailed with instructions on how to create an account.
Once a user is created, you can assign roles to them.
You can also plug into your existing SSO provider for authentication and even setup automatic user provisioning and de-provisioning by setting up SCIM.
Deleting a User
To delete a user, click on Settings -> User Management -> Employees:
Here you will see a table where the row entries correspond to users with access to your company. Find the user you want to delete, and simply on the X at the far right to delete the user entry.
Terminate a Partner
Similar to Deleting a User above, go to Settings -> User Management -> Partners:
Click the 'Terminate' button next to your partner name:
Reinstate a Partner
The partner can be reinstated from that same page by clicking the reinstate button (circled in black):
Deleting a Partner
To completely remove the partner from the account, click the 'X' at the end of the row from the above picture. A popup(below) will appear, and you will be prompted to confirm the partner deletion. Beware this is a permanent action.