Creating a new user

As the owner of your Syncware account, you have flexibility to add users as needed. Your account supports the following roles:


Role Description Add/Remove Users Update Billing Info Number of Users for Role
OWNER Established at the time of account creation and has full access and control over all aspects of the platform. YES YES 1
ADMIN Invited to the platform by the OWNER and can manage and perform any task within the platform. NO NO Unlimited
PARTNER Invited to the platform by the OWNER and is an external user with admin-level access. This role is intended for trusted partners outside the OWNER’s organization. NO NO Unlimited

Before you begin

Ensure you're the OWNER on the account, are logged in, and you have the required information for the users you would like to add.

Procedure

  1. From the navigation menu, click Settings at the bottom.
  2. On the Settings page, click Users and Permissions.
  3. On the Users page, click the INVITE USER button at the top right.
  4. On the Add User page, enter the required information and click INVITE.

Result

New users will receive an email invitation to your Syncware account.

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