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Note: Only Owner and Admin roles can manage users. |
Create a New User
- In Breakthrough, navigate to the top right and click the Settings gear, then click Users.
- Click Add New.
- Enter the User's First Name and Last Name.
- Enter their email address, which will also be their login ID.
- Select the appropriate User Role.
- Choose which locations the user will have access to and select a Default Location.
- Confirm notification preferences, then save to create.
Within 5 minutes, new users will receive an email with a link to set their password and log in. If the email is not received within 5-10 minutes (don't forget to check spam folders!), reach out to support@getbreakthrough.com for help.
Delete Users
- Click the red trash can to delete outdated users.
- Once a user is deleted, it cannot be restored. You can create a new user with the same email address, but all historical data will be lost.
Change Email Address or Phone Number
- From your Users view in Breakthrough, click the pencil icon to the right of the user you want to edit.
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