Create New Users

Adding a New User at the Seat Level:

1. Navigate to Admin and then to the Seat Settings tab.
2. Click ‘Create New User’ to add a new user.
3. Input the user’s Name and Email.
4. Check the Read-Only box to give the user view-only access, or leave it unchecked to grant full access.

Edit Seat Users:

1. Navigate to Admin and then to the Seat Settings tab.
2. Click the ‘Edit’ button on the far right to edit the user’s role.
3. Choose the appropriate role:
   • Seat-admin
   • User
   • Read-only.
   • Note that if user roles are changed, the user will have to log out and log back in before the new role changes take effect.

Special Cases:

• If a user is deleted, a new user cannot be added with the same email address as the deleted user.
• If you need to change a username or re-enable a previously deleted user, please create a ticket in our Help Center, and our engineering team will assist with the request.

Addendums

Accept Live Ramp and TransUnion Addendums here.

Preferences

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