Manage Users


Use the following steps to manage Users in BirchConnect:


Step
Action
1
Access your account in BirchConnect:

https://birchconnect.com

Hint: Chrome or Firefox are the preferred browsers.
2

Click Manage Users. You must be set up as an Administrative contact to add and edit users. If you are not set up as an Administrative contact, you’ll need to contact the Administrator at your company (usually the owner or person who pays the bills) and ask them to add you as an Administrative contact.


3
From the Manage Users screen, click Create User:

4
Complete Basic info fields:
  • First Name
  • Last Name
  • Contact Phone (optional)
  • Email Address (this is the user’s Birch Connect Username)

5

Select the accounts the user can access:

6
Select the User's Roles:

7
Click Save:

8

To Change User settings or remove a User, click the gear widget next to the User. You can:

  • Edit settings
  • Change the password
  • Delete the user
  • View the security question