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User Management overview

Modified on: Mon, 9 Mar, 2026 at 4:44 PM

Training Description

Let's get your users set up for success with our User Management training. We'll go over how to add 1 or 2 new users and get them access to the data they should be assigned to.


In this training, we’ll cover the following:

  1. How to add/remove new users
  2. Explanation of different role types
  3. Customizing user access for site/groups
  4. Custom Roles
  5. Q&A


Important note:

Trainings are designated to be no more than 30 mins.

Trainings will be recorded and sent out after the training has completed.

Trainings are platform focused. Any technical issues or consulting questions should not be discussed in the training.