How to Add a New User to Your Account

Expanding your team or bringing in a new user?

Overview: If you need to add a new user to the platform so they can perform actions, view records or receive notifications, 'Owner' roles have access to do so.

Below are the steps on how you can quickly add a new user to your company account:

1. Go to Settings: Click on "Settings" and select "Company Settings" from the left sidebar.
2. Access User Permissions: Find the "User Permissions" tab and click on "Add User."
3. Enter User Details: Input the new user's Name, Email address, Role and Group 
4. Submit: Click "Submit" to confirm.

And that's it! An invitation email will be automatically sent to the new user to set up their password and login to their account.

Related articles:

Understanding 'Roles' and Permissions

How Do HR Permissions Work for Sensitive Data?