To add a user simply navigate to 'Settings' > 'Agency Contacts' 'Users' and click 'Create New Person'. 


Here fill out all details for that user and click create. 

If you would like to assign a user access simply navigate to 'Settings' > 'Agency Contacts' 'Users', find the user you want and click the 'Action' icon to open the user. Here you can open the 'Branch Access' tab and choose which access they will have. You can now update the user and refresh the page. Now you can invite them by clicking 'More Actions' > 'Send Invite'.

Tip: if send invite isn't showing, make sure there is an email address

To delete a user locate the user the same as you did for changing access and click 'More Actions' > 'Delete'.