Manage Users and Set User Permissions

From your Settings tab, you are able to add, remove, and manage users. This can be found in the Users tab. Committees may have as many users as they want; in fact, this is highly encouraged to prevent sharing account logins. WinRed users should always use their own login.

To add a user, head the Settings tab, and then select the Users subtab.

Here you can see a list of users who currently have access to your account. To add a user click the Add User button. Enter the user's email address & select their role. By clicking invite, they will get an email inviting them to the account.

There are six user types on WinRed; below is a chart of the permissions. An X notes that a user can complete an action in your account.

Go to Settings and click the Users tab. Find the user in the committee's list of users. Click the gray "x" on the user. Click Confirm in the modal. Click Save.

Vendor Users can access a client account with the user permission they have been assigned to their vendor account. This means that if a vendor user is added to their vendor account as an admin, they will have admin-level access to the client account once the vendor connection has been approved.

Questions?
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As always, if you have any questions, contact our team by opening a WinRed chat box at the bottom right of your screen or contacting support@winred.com!