Follow this Guide to add, edit, or delete Users
Note: Only Admins are able to access User Settings
Review this article to learn more about User Types and their permissions
CREATING USERS
- Click on Users on the left Panel
- Click +Invite User at the upper right
- Enter Name/Email Address
- Assign User Role, User or Admin
- Review this article to understand the differences in the user roles
- If this user is a Notary, check off the Notary checkbox next to the Role
- Once created, Notary users must complete their Notary Profile to be able to conduct RON signings, see here for more information
- Click +Add User to add multiple Users at one time
Click here for more information on how created users will register and login
EDITING/DELETING USERS
- Click on Users on the Left Column Panel
- Click on the Name of the User to edit/delete
- Adjust the name/email/Notary checkbox
- Click the drop down on Set user role to switch between User and Admin
- Click Save User
- IF DELETING: type the email address of the user in the delete box, click Delete User
Note: Deleting users is a permanent action
Watch Demonstration Here:
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