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Adding a new user

You can create a new user in two ways:

  1. Click on your name in the top right corner, then click 'Add new user'
  2. When adding an action you can create a new user to assign the action to

Create user form#

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This form consists of 4 parts:

  1. User name - the full name of the user
  1. Position - the position the user holds within the context of the dashboard. e.g. Finance team advisor
  1. Email address - the email address of the new user
  1. User is dashboard admin - check only if you want the new user to have full admin permission.