Navigate to the Settings Page
Once you've been given an account and are logged in, click Settings on the left hand side
You will be taken straight to the Details tab
Enter Organisation Details
Organisation Name
Contact Email Address - this is the address that User Invitations and Report Schedules are sent from
Currency - select from £ GBP, € EUR, $ USD, $ AUD, CHF
Time Zone - select the default time zone for your Organisation from the dropdown. This can be altered later for specific performances and/or reports
Image - upload a .jpg or a .png image no larger than 1MB
Address
Click Submit to save details
Invite Team Members
Click onto the Team Members tab
Click Invite user on the right side
On the pop-up, enter their email address and select role from the dropdown.
For more details on the different User Roles, see this Article
They will receive an email with an invitation, which they can accept by clicking on the link within
NOTE - invitations are valid for 7 days from when the email is sent.
Pending Invitations
On the Team Members list, you can find Users with a pending invitation via the yellow Invited label
Clicking on the 3 dots for their name will allow you to Resend or Revoke an invitation
Editing Existing Users
If you want to Edit Role or Remove an existing User, find their name in the Team Members list
Click on the 3 dots for their name
Edit role allows you to change the role for that specific User via the pop-up
Remove user will remove them from your Organisation. You will be able to re-add them via the same steps above