888 209 7427

How to Establish User Permissions

How to Establish User Permissions

It is easy to authorize users to see applications by establishing User Permissions.

From your Home page, simply choose Users/Permissions to go to the Invite Users page. Enter the email address for the staff member you wish to invite. CDLSuite will automatically generate a password which the user will enter at login.

Upon logging in with the username and password, the new user will have access to your account. Their status will change from Pending to Active.

You can establish which User Permissions you wish them to have. Simply check the box next to each Permission you choose and click the Update button. You can add or remove Permissions at any time. You can delete the User access by clicking the red trash can next to their name.