3. Add and edit users

Edit Users

In the navigation bar under “Users,” you can manage all users of the software and also add new users. To edit existing users, click on the “pencil icon” in the table. In the window that opens, you can now edit the user.

Add Users

To add a new user, click on the “Add New User” button in the top right corner. In the window that opens, you can enter the details of the new user.

The User Type is particularly important here. There are generally 2 options:

1. Admin: Admin users have access to all subsidiaries of the organization, can create and manage new subsidiaries/companies, and can invite new users.

2. Company User: Company users only have access to the companies assigned to them, cannot create new companies, and cannot invite new users.