Creating a User

How to add a new user

Ed Campbell avatar
Written by Ed Campbell
Updated over a week ago

To create a new user on the platform you need to be an admin user.

Navigate to the user profile icon on the top right hand side of the menu bar and from the drop down select 'Manage users'.

From here, you will see a list of all users that have access to the specified client. To add a new user click on the blue 'Add User' button.

A new screen will open, promoting you to enter in the users first name, last name and email address. Then you have the option to select the user access level. Click here to learn more about the different user types.

Then click the 'create user' button to save the new users details.

If you need to edit the new users details, then click the padlock which allows you to make changes.

Once the user has been created, click the 'Send Invitation Email' button which notifies the user that an account has been created for them.

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