Adding a New User to ISO
To add a team member to your ISO account, hover over your login name at the top right of the screen and click Your Settings.
From Settings, select Team under Company Data in the left pane menu.
A list of all users with ISO accounts inside your organization will appear.Click Invite more people on the right side of the screen.
Input the user’s name, email address, and account level, then click Send Invites.
The new user will receive an email invitation to claim their ISO account.
After clicking the claim link in their email, they will be prompted to set their password.
Editing an Existing User
Please note that only users at the Administrator level can edit team members.
To edit an existing user in your ISO account, hover over your login name at the top right of the screen and click Your Settings.
From Settings, select Team under Company Data in the left pane menu.
A list of all users with ISO accounts inside your organization will appear.
Click the three vertical dots next to the user you would like to edit and select Edit.
Change any of the pertinent fields in the popup and click Update.
Deleting a User
Please note that only users at the Administrator level can delete team members.
To delete an existing user in your ISO account, hover over your login name at the top right of the screen and click Your Settings.
From Settings, select Team under Company Data in the left pane menu.
A list of all users with ISO accounts inside your organization will appear.Click the three vertical dots next to the user you would like to edit and select Delete*.
*Please note that deleting only takes one click; you will not be prompted to confirm deletion.