You can add Staff or Admin users to give people access to the platform, and change the settings of their account at any time.

Step 1: On the top right hand side of the homepage, you’ll see a circular icon with your initials. Click on it and a dropdown menu will appear. Select “Settings.”

Step 2: In the Settings window, you’ll see a menu at the top of the page. Click on “Users.” You’ll see a list of your active users with their name, email, and role.

Step 3: Click on the “Add User” button to add a new user.

Step 4: A form will appear where you can fill out the new user’s first name, last name, email, and role. In ProCharted, the role of the user determines what parts of the platform they have access to. Admin users have access to the whole platform, while Staff users have access to everything except for Settings.

Step 5: Click “Add User.” When you do, the new user will get an email notification with a link that sends them to instructions on getting started, and the user will appear in your active users list.

Have questions? Please don’t hesitate to contact us for more support!