How to add a user with the viewer role

To grant a new user the viewer role, please follow these steps:

 

Step 1: After logging in, navigate to the Account tab at the top of the page:

account_tab.png

 

Step 2: Next, click on the Manage Users tab on the left-hand side:

Screen_Shot_2022-07-18_at_12.06.37_PM.png

Step 3: Click the "Add Users" button and fill out the new user's information. One of the spaces allows you to either grant this new user the "Administrator" role or the "Viewer" role. The "Viewer" role grants read-only access.

user_invite_prompt.png

To update a user's role, please reach out to the Customer Care Team at customer-support@circle.com

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