How To Add a New User

This article will give you step by step instructions on how to add a new user to the platform.

Step 1: Hover over Account Info and click on Company Settings 

Step 2: Click on the “Users” tab

Step 3: Click on the “Create New User” button

Step 4: Fill out the information and choose the appropriate role for the new user

Step 5: Click on “Create User” button

You have the ability to change access or permissions in the drop down menus before finalizing the settings for the new user