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How to Manage Users

Easily add and manage team members roles and accessibility with the following steps: 

  1. First, you'll need to define specific roles (additional configurations will continue to be added) 
    1. Full Access Role: Assigned on Default and grants permission to all access of the app 
    2. Planning Group Accessibility: Configure controls around planning groups 
  2. Select Team on the left hand nav
  3. Click Add Teammate
    1. Input Contact Information  
    2. Select their Admin status (Y/N)
    3. Select their GL Accessibility (Y/N)
    4. Select their Department
    5. Select their Module Access 
    6. Select their Manager
    7. Click Save 
  4. To Delete a Teammate: 
    1. Select the box next to the user you want to delete
  5. To add users outside of your organization (auditors, outsourced teams, etc):
    1. Click Add Partner
      1. Input Contact Information  
      2. Select Has Confido Access? (Y/N)
      3. Select their Department
      4. Select their Manager
      5. Click Save 
  6. Note: Users can also be added in bulk by selecting Import by CSV
  7. To Edit permissions double click into the tab you want to modify and select the new value