Users and Accounts

How do I invite and grant different levels of access to users?
The accessibility each user has to the platform can be specified within the 'Users' tab.  This is found under Admin> Users. New users can also be...
Thu, 13 Dec, 2018 at 12:06 PM
How do I invite new users to the site?
To invite new users to a site, select: 'Admin' and then 'Users'. By then inputting the email address of the user to be invited and then sele...
Mon, 11 Feb, 2019 at 4:06 PM
How do I create a new white-labelled account?
To create and activate a new white-labelled account, it is key to make sure that the master account is logged into. From this account, additional white-labe...
Fri, 8 Feb, 2019 at 3:31 PM
How to use the groups tab
Groups can be used to either openly or privately share data. This functionality has multiple benefits - for instance as a platform user, you can discover gr...
Fri, 8 Mar, 2019 at 2:58 PM
How to onboard and setup a new white-label client account (full process)
When setting up white label accounts, it is important to understand the structure of the accounts. The main account is called the 'master' account. ...
Mon, 11 Feb, 2019 at 1:04 PM
How to delete a user access
To revoke a user's access from the platform, go to ADMIN > USERS and select the user who you want to delete access for.  You will then be taken t...
Fri, 6 Sep, 2019 at 3:40 PM