Manage users in your account

From the Account Users page, account administrators can add Account administrators can manage the users with access to their company account, including adding users, deleting users, and modifying user permissions.

Add a user

To add a user to your account, do the following:

1. Navigate to Settings

2. Press the Account Users button

Add a user using the Account Users page

3. Press the Add user button

4. Fill in the new user's first name, last name, email address, and the permissions you wish the user to have. 

5. Press the Save button

Fill in the new user's first name, last name, email address, and the permissions you wish the user to have

The new user will receive an email with his/her account details, including information on how to sign into PicoNext

Delete a user

To delete a user from your account, do the following:

1. Navigate to Settings

2. Press the Account Users button

Add a user using the Account Users page

3. Press the Delete button next to the user's information

4. Press Delete in the modal dialog to confirm the user's account deletion

To delete a user the Delete button next to the user's information

The user will receive an email at his/her email address with notification that the corresponding PicoNext account has been queued for deletion.

Modify a user's information

To change a user's information account, do the following:

1. Navigate to Settings

2. Press the Account Users button

To change user information in your account, press the Account Users button

3. Change the user's name, email, or permissions settings

You can change the user's name, email, or permissions settings

4. Press Delete in the modal dialog to confirm the user's account deletion

5. Press the Save button

Permissions

For an overview of the different permissions settings in PicoNext, view the article Permissions Overview