Managing User Accounts

The following tutorial will describe the functionality for creating a new user or editing an existing user within your account.

Users generally have access to reports, can log into, can view checks (with higher permission levels able to edit or create checks), and can receive emailed invoices and reports.

Navigate to Settings>Users to access the Users menu. You can create and manage multiple users on an account, update your profile or change the password on a user account.

Table of Contents

User Profile

The User Profile page is used to configure the profile of the user currently logged into Basic accounts will use this page to designate when uptime reports should be sent and to change profile data such as email address or account name. 

Access this menu by clicking your name>User Profile from the bottom left-hand corner. 


User Accounts Page

The account users page allows you to filter users by subaccount (if subaccounts are enabled), create a new user, or edit existing users for your account. At-a-glance, you can also view Access Level as well as state of important attributes such as 2FA requirements. 


Adding a New User

From the Account Users page, accessed via Settings>Users, click New User, then give your user a First and Last Name and an Email Address. User Access Level and 2FA Override is also set from this screen.

A User has one of the following access levels:

  • View Only: Can only view checks or reports
  • View & Modify: Can view checks and reports, and can modify checks
  • Administrator: Has the most privileges aside from the account owner. Can access invoices, but cannot update Credit Card info. May also add additional users.


Additionally, you can Enable API Access, or choose to Send New Invoices via Email. 

2FA Override

Two-factor authentication is normally an account-wide setting, but can be overridden under two circumstances:

  • Utilizing SSO for account access
  • Changing an individual user’s 2FA access requirements 

Account owners and administrators can require or disallow 2FA for any user, however the account’s current default 2FA access is applied to new users when they are created. 



Email Verification will email a verification link to the new user’s email address.


The new user can click this link to create a password for the account.


Once a password is set, the user will be redirected to the login page to enter the email address and password associated with the new account.

Editing Your User Profile

If you need to change something in your user profile, or control some of the email that sends to you, click Actions>Edit next to your username. The screen below shows the basic Update Account User fields available. You will see a similar screen when editing your user profile.  


Changing a User's Password

Administrator users and owners cannot change a user's password. The user can change these credentials on the login screen. Click Forgot Your Password? and complete the password reset form:


Once logged in, you can change your password when you click your username followed by Change Password:


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