How to add or delete users and manage their roles

Learn how to add new users to a RETAIN account and set their roles.

ADD USERS

1. Navigate to Account Settings on left side menu
2. Scroll to Users & Admins section
3. Click + Invite Others
4. Enter the email address of the new user
   
   
5. Select Role from dropdown menu
6. Click Save located at the bottom of the Account Settings screen

Once you add your new user, they will receive an email from RETAIN with a link to set up their account.

ACTIVATING YOUR ACCOUNT USING LINK

1. Navigate to your inbox and search for an email from RETAIN with the subject Your practice just added you to RETAIN
2. Click 'Activate your Account' button within the email
    
   
3. Go through guided steps to complete account creation 
   1. Create your account screen 
      1. Enter First Name
      2. Enter Last Name 
      3. Create Password
      4. Confirm Password
   2. Tell us about your practice screen
      1. Confirm pre-populated fields
      2. Click Next
   3. Setup Subscription Pricing screen
      1. Confirm pre-populated fields 
      2. Click next

REMOVE OR DELETE USERS

1. Navigate to Account Settings on left side menu
2. Scroll to Users & Admins section
3. Click the trash can icon next to the user you'd like to remove
4. Confirm removal of the user by clicking 'Remove Access' on pop-up message
   
   
5. Click Save located at the bottom of the Account Settings screen

MANAGE ROLES

1. Navigate to Account Settings on left side menu
2. Scroll to Users & Admins section
3. Click the dropdown menu under the role column of the user you'd like to update
4. Select new role 
5. Click Save located at the bottom of the Account Settings screen