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Adding a Team Member (User)

Jessica Festa avatar
Written by Jessica Festa
Updated over a year ago

Before you can create a new team member or user, you'll first need to establish their permissions by creating a role. You can find instructions on that process here: CREATE A ROLE. Only admins can add, edit, or remove users.

Once you have created the role, you can add your team member to your account. To add your team member, first you'll navigate to Settings.

Then you'll click on Team Members (Users).

From your Team Member Settings pages, you'll click on the green Add User button.

Then you'll select the role, add their email, first name, last name, and timezone.

You can also to include additional information which is not required by checking the box labeled "Fill out the rest of user information". When checked, you'll be able to choose a password and add their address, a photo, and a phone number. From here you'll also have the option to activate the user without sending them a confirmation email.

Once you've entered all the user information, you'll click the green Create User and if you have not ticked the box which bypasses the email, the user will receive an email notification that they have been added to the account. The new user will click the link in their email to activate their account.

Note: Your user limit is based on your current subscription. If you have reached your user limit and would like to increase your subscription please reach out to our team.

If you have any questions about adding users to your account, please reach out to our team.

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