First, you'll need to define specific roles (additional configurations will continue to be added)
Full Access Role: Assigned on Default and grants permission to all access of the app
Planning Group Accessibility: Configure controls around planning groups
Select Team on the left hand nav
Click Add Teammate
Input Contact Information
Select their Admin status (Y/N)
Select their GL Accessibility (Y/N)
Select their Department
Select their Module Access
Select their Manager
Click Save
To Delete a Teammate:
Select the box next to the user you want to delete
To add users outside of your organization (auditors, outsourced teams, etc):
Click Add Partner
Input Contact Information
Select Has Confido Access? (Y/N)
Select their Department
Select their Manager
Click Save
Note: Users can also be added in bulk by selecting Import by CSV
To Edit permissions double click into the tab you want to modify and select the new value
