How do I add a new user as an Admin in the Impact Dashboard?
You can invite new users, edit permissions, and assign permission groups to one or multiple sub-accounts.
Note: This feature is only available to Canvas customers.
Open Users and Permissions
In your Impact Dashboard, click the Settings icon [1]. Then hover the cursor over the Users & Permissions menu [2] and click the Users icon [3].
View Users
In the User tab, you can view all your users, user permissions, feature permissions, and teams.
Add User
To invite a user, click the Invite New User button.
Invite New User
Add the user's name [1], email address [2], and select feature permissions settings menu [3] to enable Access Level: Cluster [4], Access level: Instance [5], and Access level: Sub-accounts [6].
Access Level: Cluster
Select the Feature Permission Groups drop-down menu [1] and select the checkbox(es) next to the profile(s) to grant Cluster access level [2].
Access Level: Instance
Select the Feature Permission Groups drop-down menu [1] and select the checkbox(es) next to the profile(s) to grant Instance access level [2].
Note: Only the selected tabs will be visible to the user.
Access Level: Sub-accounts
Click the add button [1] to add a new sub-account. Select the Sub-account drop-down menu [2] and select the sub-account [3] to you would like to associate with a profile.
Select the Feature Permission Groups drop-down menu [4] and select the checkbox(es) next to the profile(s) to grant sub-account access level [5].
Note: You can add multiple sub-accounts to one user using the add button. This grants the user the ability to choose which specific sub-account(s) they want to be visible to them.
Once all Feature Permissions are selected, click the Invite New User button.
