User Roles
Gemifi currently offers two user roles: Admin and Advisor. Both roles have the same access to Gemifi, with the only difference being that Admins have access to the Admin Settings page where they can add/remove users.
Add a new user
1. As an Admin, to add a new user, go to the Admin Settings page accessible from the user icon menu in the top right of the page.
2. On the Admin Dashboard page, select the (+) button next to where it says Users in the top left of the page.
3. Add the users email address, first name, last name, and select their access role (Admin or Advisor).
4. Once all of the fields are filled in, a Submit button will appear. Click the Submit button to add the user to your account.
5. Once saved, the new user will receive an email inviting them to your Gemifi workspace to create their account. Once registered, they will then have access to your Gemifi workspace.
Delete a user
1. As an Admin, to delete a user, go to the Admin Settings page accessible from the user icon menu in the top right of the page.
2. Find the user you'd like to delete in the user table and click their email address.
3. In the Edit modal, select the trashcan icon in the top right of the modal to delete the user. A confirmation modal will appear asking you to confirm the deletion. Click Confirm to permanently delete the user from your workspace.
