How to Add and Edit a User in Compass

By Michael Harbolt on June 14, 2022

Add User

For the security of your account, we ask that you and your team add new users to your account. Please follow the below instructions to add a new user account. 

  1. Login to your Compass account
  2. Navigate to the ‘Users’ tab on the left hand side
  3. Select the pink ‘Create User’ button

  1. Add the user’s Name, Email Address, and Phone Number
  2. Assign Access level
    • “Administrator” has access to all features in the account and can also add new users and make changes to the account
    • “User” has access to all features. They do not have the ability to add users and make changes to the account
  3. Save! The user will get an email in their inbox to create their password and access the account

Edit User

  1. Login to your Compass account.
  2. Navigate to the ‘Users’ tab on the left hand side
  3. Select the user account you’d like to edit
  4. Make necessary changes to the user account
  5. Save