Add users to your account, change permissions, and oversee access to your company.
Navigating to Users and Permissions
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 any current users with access to your account.
Inviting Users
Step 1: Invite users by inputting their email address in the 'Invite Users' portion of the page.
Step 2: Click 'Invite' to notify them and allow them to create their account.
If invited users already have a ConGenius account, they will be able to switch to your company automatically.
If a user accepts an invite to ConGenius, it will impact your subscription cost unless you are a part of the Pro+ plan. The Pro+ allows for one extra user at no additional cost.
Updating User Permissions
Step 1: Click the Dropdown Arrow on Update Access
Step 2: Select the level of access for each user
- Admin
- Standard
- Remove
For more information on User Access levels, click here. (link to article on why these permissions matter and future plans?)
Invite users and edit their permissions to make sure your business runs how you need it to!
If you have any issues with your 'Users & Permissions', contact Customer Success through the chat in-app or by emailing help@congenius.com.