How to add a sub-user

As an administrator, you have the ability to create sub-users under your account. Sub-user accounts can conduct assessments and generate reports but have no control over inventory or account permissions.

To add a sub-user

1. Click Manage Users in the left menu
2. Click Add New User.

   The Add New User page appears.

3. Enter new users through the following methods:

   To add a single sub-user

   1. Enter the sub-user’s first name, last name, and email address into the required fields.
   2. Click Add User.
   3. Repeat this process for any additional users you want to add.

   To add multiple sub-users

   1. Click Download Template. This downloads an Excel spreadsheet onto your computer.
   2. Fill out the spreadsheet with the sub-user’s first name, last name, and email address.
   3. Save the file.
   4. Click Upload User List, select the downloaded file, and click Upload File.
4. Click the toggle switch underneath the assessments you want your sub-users to have access to.
5. Click Save.