How Can We Help?
Managing Sub-users
To manage sub-users, go to the Sub-users page.
Making Changes
To make changes go to the Action column of the user.
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Login Credentials
To make changes to the password or login email address, go to Actions > Edit, then fill out the form.
Granting Permissions
Access to services
To change what the user can do, and access go to Actions > Permissions.
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Access to Data Capture fields
To limit what Data Capture fields the user can edit or view, select the user then click on the Assign Data Capture Permissions button.
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On the new page, choose the fields to hide or disable from editing, for the correct service. Use the dropdown menu to select the correct service.
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