Users & Permissions

How to add users, set permissions, and control who sees what.

• How do I change our Account Owner?
• How do I change my Dual-Factor Authentication (DFA) method?
• Enabling and Using Complex Permissions
• Single Sign-On Exclusions
• Adding Multiple Users at Once
• Identifying user by name
• New Contract Notifications
• How do I reset my Two-Factor Authentication method?
• Enabling Microsoft / O365 login for your account
• New User Can't See Any Files
• How do I re-assign a reminder to a different user?
• How do I manage/restrict what a User sees? (Setting Permissions)
• How do I add new users?
• What are the different User Roles?
• Enabling a Google login for your account