Adding New Users to Your Account

  1. Click the Settings icon in the top right corner.
  1. Select the Company Settings option in the settings menu.
  1. Click the Users option.
  1. From the Users page, click the Add User button.
  1. Fill out the new user form.
    • To view the user role permissions, navigate to Settings > Company Settings > User Roles.
  1. To manually set a user’s password, leave the Send Notification Email checkbox deselected, set and confirm the password. To allow the user to set their own password, select the Send Notification Email checkbox. Click Save in the bottom right corner to create the new user.
    • Allowing the user to set their own password will send an invitation email from the platform.