How do you update users and permissions?

Add users to your account, change permissions, and update company settings.

Add Users to Your ConGenius Account

Step 1: Click the Dropdown Arrow next to your Company and Username.

Step 2: Select 'Users & Permissions' from the dropdown menu.

• Account & Profile
• Company Settings
• Users and Permissions
• Notification Preferences
• Subscription and Billing
• Switch Company (available to users on multiple companies)
• Logout

On the Users & Permissions page, you will see current users with access to your account.

Inviting Users

Step 1: Invite users by typing their email address in the 'Invite Users' section on the right hand side of the page.

Step 2: Click 'Invite' to notify them via email, accept the invite, and setup their account.

If invited users already have a ConGenius account, they will be able to switch between companies on login.

Updating User Permissions

Step 1: Click the Dropdown Arrow on Update Access

Step 2: Select the permission level for each user

• Admin
• Standard
• Remove

If you have any questions or issues with 'Users & Permissions', contact Customer Success through the chat in-app or by emailing help@congenius.com.