Note: to update users in the portal you must have the correct permission role (all roles except for "User" and "Billing Admin" can edit users. Click here to view all roles and permissions
Update User Role to Regional Manager
Click the Gear icon in the top-right corner
Go to the Users tab and click on the user you wish to edit
Click on the Role dropdown and give them the Regional Manager role
Once the Regional Manager role has been given, click on Update User
Assigning Locations
Go to the Locations tab and click on the location you wish to give that user access to
Click the Add Manager button
Select the user you wish to give access to this location to
Once the user has been selected, click on Create
Click on the arrow to go back to Location Management
Add that user as manager for the rest of the locations you wish to give them access to
If you have questions, please contact support by:
Emailing [email protected]
Monday-Friday, 7AM - 5PM PST