How do I add an administrator/observer?

There are two user roles:

An administrator has full access and can do everything from editing and managing the share ledger to inviting other administrators and changing the subscription plan.

An observer has read-only access to the share ledger and can download reports.

Note: For group account users, you need to add new users within the group account environment, where you choose between administrator or member. [Read more about group accounts here.]

Unlimited – Unless you are on the Basic plan (the free version), you can have as many administrators and observers as you want. If you're using Basic, you can only have one administrator.

Invite the new administrator by following these steps:

Step 1: Go to Settings
​Step 2: Click on Plan
​Step 3: Click Add
​Step 4: Enter the new administrator’s details
​Step 5: Assign a role (Administrator or Observer)
​Step 6: Click Save

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Once you’ve added the new administrator, they can remove you by clicking the three dots to the right of your name.

If you’re on the Basic plan, you’ll need to contact support.