How to Add/Delete Users to Your TurboClaim Account

User Management Documentation

Overview

This documentation provides a guide on how to add and delete users in your account. It outlines the steps for inviting new users and the implications of user management actions.

Adding a New User 0:00

To add a new user to your account, follow these steps:

• Navigate to your account settings.
• Go to the 'Users' section.
• Enter the user's email address.
• Select the user role (User or Admin). Admins have additional capabilities.
• Click 'Invite'.
• The invited user will receive an email notification to sign up.

User Invitation Failure 0:37

If the invitation fails, it may be due to the user already being registered. Ensure that the email entered is not already associated with an existing account.

Deleting a User 0:49

To delete a user from your account:

• Navigate to the 'Users' section.
• Locate the user you wish to delete.
• Click 'Delete' next to their name.
• Once deleted, the user's information will be removed, and you will no longer be billed for them.

Link to Loom

https://loom.com/share/abdba913d1be422a8796c957f26b97f3

‍