Admins can add users by purchasing a seat, entering email and name, and sending an invitation. Edit profiles to add mobile numbers, GAS SAFE IDs, and signatures for certificates. Disable users with a toggle to stop billing while keeping their data, or contact support for permanent deletion.
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By the end of this video, you'll know how to add, manage, and remove users in the Web Portal. Log in to the Web Portal, then click the settings cog in the top right corner next to your name. Click Manage under Users. Here you'll see a list of all active users on your subscription. To add a new user, click Add User in the top right. The price shown reflects the plan your account is currently on. Click Buy to continue. Next, invite the user by entering their email address, full name, and a temporary password which they can change later. Click Send Invite. The new user will now appear in your users list and receive an email inviting them to log in and set up their account. As the account admin, you can also update their details directly from the users page. Open their profile to add information such as their mobile number and GAS SAFE ID, and choose what they can access within the app using the available permission toggles. You can also upload or draw a signature which will appear on certificates and records. Click Save when you're finished. If you need to remove a user, simply switch on the Disable User toggle. This removes them from your active users and stops billing for their account. If needed, you can reactivate the user at any time by switching the toggle back on. The data will still be there so they can continue where they left off. If a user needs to be permanently deleted, please contact our support team. That's it! You can add, manage, and remove users from your account in just a few steps.