How to add and remove users on your Circle Account

Each approved Circle Account is able to add unlimited users to their account. 

*Please note, once your email address has been added to the Circle platform, that email address cannot be used again. 

How to add a new user:

To do this, go to Account > Manage users > Invite user

The new user will receive an email titled "Invitation to your company's Circle Account". Simply follow the prompt in that email to complete the profile registration. 

Make sure to choose whether the new user will have an "Administrator" role or a "Viewer" role. If you want to learn more about the "Viewer" role, please click HERE.

invite_users.png

How to remove a user from the account:

To remove an existing user, navigate to the same "Manage Users" screen above, hover over the user's profile and select "Remove User." 

 

 

 

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