How do I add a new user or change a user's role?

Only users with the "Owner" user role may add or change users within a Group Account. Navigate to "User Management" to add or change users.

Only users with the "Owner" user role may add new users or change a current users' role within a Group Account or sub-account.


To add a new user to a group:

  1. Navigate to the "User Management" tab on the left-hand side of the Foundry USA Pool.
    •e: USA Pool 
00 
00 
6% 
0) 
Account Overvie 
Sub-Accounts 
Financial Overvie 
User Managemer
  2. Select the "New User" button00 
00 
6% 
0) 
USA Pool 
Account Overview 
Sub-Accounts 
Financial Overview 
User Management 
User Management 
+ ADD USER
  3. Enter in the new user's information as seen in the image below.
    NOTE: For the Sub-Accounts' field, you can select the default "All Sub-Accounts" option to add the user to all the sub-accounts in your group or you can deselect that option by clicking the "x" in the Sub-Accounts' option chip or  click the dropdown arrow, uncheck "All Sub-Accounts", and then select the sub-accounts you want to add the user to. You must select at least one sub-account option from the dropdown.

    o 
Add User 
Please enter this user's email. 
User's email 
e.g. satoshin@gmx.com 
Full Name 
Preferred Name 
Role 
Owner 
Sub-Accounts
    o 
Add User 
Please enter this user's email. 
User's email 
All Sub-Accounts 
OOOOtddda 
01234 
OaOaOa 
Oaanewl 1 1 acct 
ademoacctl a 
atestsubacctl 
OOOOtddda 
x 
01234 
x 
oaoaoa
  4. Click "Add"

To change an existing user's role:

  1. Navigate to "User Management"
    •e: USA Pool 
00 
00 
6% 
0) 
Account Overvie 
Sub-Accounts 
Financial Overvie 
User Managemer
  2. Change the desired user's role using the dropdown menu on the right-hand side: