Setting up users

Step 1

  • Click on the Settings icon

Step 2

  • Select the Users tab
  • Click on Add User

Step 3

  • Enter the user’s email address
  • Set the permission level
  • Assign the user to a trade
  • Click Done

Setting user permissions


Importing users from an excel file

Step 1

  • How to get here: Select Settings from the main toolbar, then click the Users tab
  • Click Import from File

Step 2

  • Browse to an Excel/CSV file with headings for: Email address, User

Click here -> Download Excel Template

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Updated: August 30th, 2023