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