Only Admins can add, update or delete users. You'll find Users in the menu under your profile in the upper right corner; if it isn't there, your login isn't an Admin.
Add a user
Open the profile menu in the upper right and select Users.
Click the + icon in the green header.
Enter the person's first name, last name, email and mobile phone number (used for two-factor authentication).
Choose the user type: Admin, User or Producer.
For a User, choose full access or read-only access.
Select Create. The new user gets a welcome email to set their password and two-factor authentication.
Update a user
Open Users from the profile menu.
Click the edit icon in the user's action menu.
Change their email, phone, user type or access level.
Select Update.
Delete a user
Open Users from the profile menu and select Delete User from the user's action menu.
Confirm: what happens to accounts a deleted user had locked, and whether their name stays on past reports.
Quick guide to user types
Admin: full access, plus managing users and the Agency Information page. Can open and unlock any locked account. You can have more than one Admin.
User with full access: can work in every account and mod file, create and update them, run and share reports, and lock accounts. Can open and unlock only accounts they locked.
User with read-only access: can view everything and download reports from the Report Center and Rate Advisor, but can't change anything.
Producer: no login. Add a producer so their name appears on report cover pages.
See What are the different User Types for more detail.
Invitation expired?
The new user can go to the login page and select Forgot password to set up their login. You can also resend the invitation; see Resending Invitation Email.