Users and permissions
The Users page (/app/access/list) is reserved for administrators. It shows the Active and Inactive accounts, their identities, and their access types.
Add a person
Click on Add a user, then select Secondary for a team member or Limited for an external person. Enter the first name, last name, and email address.
For Limited access, select the permitted forms and Funds, as well as an optional end date. An empty selection does not grant access to all content.
After creation, the user receives an email to log in using a code, without a password. For a Secondary account, set the necessary permissions afterward. If an address is already in use, another address or verification through support is required.
Modify or disable
The options on the line allow you to change the identity and email. The email is also the login address: inform the person when you change it. The nickname and color can still be adjusted from the list.
Disabling prevents the account from logging in without deleting its history. Find it in Inactive to re-enable it if necessary.
Define rights
The key unlocks the permissions of the Secondary account; the boundaries of the Limited account are set through its dedicated settings. Administrators have full access to the organization.
Consult Understanding roles and permissions and business units before delegating sensitive operations.