Add/Remove a User

Add a New User

Administrators can invite other users to join their Marketing Engine Dashboard using the instructions below:

1. Click the Settings tab in the bottom left-hand corner.

1. Click Accounts & Users. Then select Roles & Users

1. In the Roles & Users section, click the Create User button and complete the following fields:

   1. First Name

   2. Last Name

   3. Email

   4. Role Category

   5. Role

1. Once complete, click Create Account. The user will receive an email and will be granted access to the dashboard once the email has been verified.

Remove a User

You can remove a user from your dashboard using the instructions below:

1. Click the Settings tab in the bottom left-hand corner.

2. Click Accounts & Users. Then select Roles & Users.

3. Find the user you'd like to remove and select the three dots to the right of their name

4. Select Delete