For a step by step walk through on how to manage user permissions, as well as add new users for platform access, please view the video below:
Adding New Users
To manage users, you must either be the primary user or have the permission setting to manage users toggled on.. If you have that permission capability, click your fund name next to VIEWING AS: ___ in the top menu bar, and select the USERS tab to see a list of users associated with your account. Click ADD USERS and a pop up screen will appear for you to enter the name and email address of the user.
Managing User Permission Settings
To manage user permission settings, you must either be the primary admin user or have the permission setting to manage users toggled on. If you have that permission capability, click your fund name next to VIEWING AS: ___ in the top menu bar, and select the USERS tab to see a list of users associated with your fund. Select the checkboxes next to each user to manage whether or not they are granted access to certain features including: managing users, marking funding, updating funder profile page content, etc.