How to add/remove a user in BoatWizard

To add a user, follow the steps below. To remove a user, scroll down.

Step 1. Click on Account in the top right corner (next to the Logout button).

Step 2. Click on your company name located above your username at the top of the page.

Step 3. On the Account Management page, click Create User at the top of the page. Complete the fields for first name, last name, login name (user’s email address), and the new user’s location & contact information.

Step 4. Add a recovery email address to ensure they can reset their password if forgotten. This is also where they will receive the email to set their initial password to login to their account.

Step 5. Scroll to the bottom of the page to assign a role. Keep in mind that this determines the level of permission of the user. Then, click "Create" to complete the process. 

NOTE: Please ensure to provide the user with the username created for them for login purposes. The user will then need to check their email to set up a password within 24 hours.

NOTE: Every new user must agree to the Terms and Conditions outlined in the Boats Group Service Agreement and Policies. This agreement will appear when a new user first logs on to BoatWizard. 

To remove a user, follow the next steps:

Step 1. To remove a user, click on "Account" in the top right corner (next to the "Logout" button).

Step 2. Click on your company name located above your username on the top of the page.

Step 3. Scroll to the bottom and click on the user you would like to remove.  

Step 4. Below their profile image, click on the Status drop-down and select Disabled.

Step 5. Scroll to the bottom and click Update. A green message will appear if the update was successful. 

NOTE:  Only main account admins have permission to remove a user.