Adding/Editing Users

Adding New Users

Intely Clients can invite users into their organization at any point after they've onboarded their organization. To do this, Users that are designated as Admins within the organization should navigate to the Platform Dashboard and select 'Users' under the Organization section of the left menu.

From the User Management screen, select the 'Invite User' button to the top right of the Users data grid. This will pop up a box where you can enter the new user's email address and designate them as an Admin (if applicable). Once complete, select the 'Invite' button and an organization invite will be sent to that user via email.

Editing an Existing User

To edit an existing user in your Intely org, simply navigate to the Users view from the Platform Dashboard (see above). From there select the user to be managed, make any necessary updates, and save.