Note: These options are only available to Admin users. If you are unsure who the admins are in your organization, please email support@keylimetoolbox.com for help.

Adding a User

  1. On the top right menu next to your name, choose Settings, then choose Users from the menu panel on the left.
  2. Click Create a User. Enter the user’s name and email address.
  3. If you would like to make the user an administrator of the account (to manage plans, payment, and users), click Admin checkbox. Accounts can have multiple administrators.
  4. click Save. The user will be asked to create a password upon first login.
  5. Select which reporting group the  user should have access to (the Pattern Library is a set of segment patterns available to all users), and click Send Welcome Email.

Keylime Toolbox will send the user an email with details about the account and how to log in.

Removing a User

  1. On the top right menu next to  your name, choose Settings, then choose Users from the menu on the left.
  2. Find the user you’d like to delete and click the trash can icon to the right of that user.

Editing User Access To Reporting Groups

  1. On the top right menu next to your name, choose Settings, then choose Users from the menu on the left.
  2. Find the user whose access you’d like to adjust, and click Reporting Groups to the right of their email address.
  3. Select or de-select the checkboxes in the Visible? column that you would like the user to have access to. This will save automatically.