video1.0<iframe src="https://www.loom.com/embed/704bde8f9d324de5bf913ec8f31c6ce9" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/704bde8f9d324de5bf913ec8f31c6ce9-42ec2f4166a4b33f.gif94.273In this video, I walk you through the process of setting up your team members/Users in the Access area. I demonstrate how to create a User, fill in their details, and assign them to specific Clients if applicable. I also explain how to set their access permissions, including what areas they can see and what actions they can take, such as importing or exporting data. Please ensure that any unassigned content is set to yes if you are not using the Clients system.