Add users to your account, change permissions, and update company settings.

Add Users to Your ConGenius Account

Step 1: Click the Dropdown Arrow next to your Company and Username.

Step 2: Select 'Users & Permissions' from the dropdown menu.

• Account & Profile

• Company Settings

• Users and Permissions

• Notification Preferences

• Subscription and Billing

• Switch Company (available to users on multiple companies)

• Logout

On the Users & Permissions page, you will see current users with access to your account.

(the email ids in this screenshot are blurred out, you will be able to see them in your account)

Inviting Users

Step 1: Invite users by typing their email address in the 'Invite Users' section on the right hand side of the page.

Step 2: Click 'Invite' to notify them via email, accept the invite, and setup their account.

If invited users already have a ConGenius account, they will be able to switch between companies on login.

Adding additional users to your account will impact your subscription cost. Additional users will be charged at $35/month per added user for PRO and $50/month per added user for PRO PLUS plans. 

Updating User Permissions

Step 1: Click the Dropdown Arrow on Update Access

Step 2: Select the permission level for each user

• Admin

• Standard

• Remove

If you have any questions or issues with 'Users & Permissions', contact Customer Success through the chat in-app or by emailing help@congenius.com.