Adding and Removing Users

Remove a User #

Each account includes four user seats by default. If you’re at capacity and need to free up space, you’ll need to remove one before you can add a new one:

1. Click Settings in the lower left corner.
2. Select My Staff, which is near the top of the left navigation that appears.
3. On the My Staff page, locate the user you wish to remove.
4. Click the trash icon to the right to their name to delete the person.

This will immediately revoke access for that individual, and it will remove any user assignments they may have.

Add a New User #

1. Click the blue Add User button.
2. Fill in the user’s:
   • First Name
   • Last Name
   • Email Address
   • Phone Number
3. You may skip the phone number field. It’s optional, but recommended.
4. Click Next.

⚙️ The next screen allows you to set or adjust permissions, but most users can leave this as-is. If you have questions about roles or access levels, contact support@profitsharesites.com.

5. Click Save to add the new user.