- Click your Provider name in the upper right hand corner
- Select Users & Permissions
- Click +Invite User
- Enter the email address of the person you would like to invite
- Select a role to assign to the user
- Click Send Invite
- The pending user will receive an email with a link to create an account
To edit the role of an existing user:
- Select the More Options menu from the user row
- Select Edit Role
- Select new role
- Select if the user receives email communications
- Click Save. Changes will be reflected the next time the user logs in. The user will not be notified of any changes.
To delete a user:
From the More Options menu, select Delete User and confirm to delete user. Once a user is deleted, they will no longer be able to log into your Sawyer Tools portal. The deleted user will not be notified.