Important Note: Users with Admin access, have full administrative control over users, billing, and company details. Please be aware of this where adding this role permission to a user's account.
1. How To Add a New User to Your Organization
To add a new team member to your organization, click the '+ Add Member' button. This will open a dialog box to create the new account.
Here you'll be able to input the user's details, set their plan access level, and assign permission role.
❗️Note: If you add a new user and select a paid seat, you will be asked to confirm the increase to your billing before the user will be added to your organization.
2. Managing User's Details
If at any point you need to edit a user's details, change the role access, or adjust their plan access, the 3 dots are a dropdown menu with those options.
3. Managing Your Organization's Billing Details
We use Stripe to securely manage our customer's payments and subscriptions. Here you can update your payment information.
4. Toggling Between Your TransactIQ & ManageIQ Workspaces
To leave the ManageIQ Admin Workspace, simply use the product switcher in the lower left-hand corner of the platform.