Platform Settings: How to Assign & Reassign Seat Licenses & Provide Admin Access

User management and company settings are where edits to users' permissions take place.

Platform Settings

To begin editing a user's permissions, select Settings (the cog wheel in the top right-hand corner) and select Platform Settings.

Adding Users

Once in Platform Settings, select the User Management tab to add, edit, or remove user access.

To add a new user, select the red Add New button towards the bottom of the page. The single invitation option requires a first and last name and an email address to send login credentials to.

To add multiple users, the Bulk Add option will allow for the input of multiple email addresses. A prompt to create a user profile will be available once the new user creates their login credentials.

Once you have your users added, tick the box next to the user to ensure they have program access.

Note: if you are an enterprise customer, seat license assignment will auto-fill up to the seat limitation.


Editing User Access

To delete or edit a user's access, tick the box of the seat license type that a user holds. You can untick the box of the old user and tick the box of the new one.


Editing Administrator Access

To add administrative access, go to Company Settings, select their name from the dropdown under Administrator(s), and select save.

Note: Only existing administrators on the account are able to assign more administrators to the account.