Add users

Manage or add users to your organization

Introduction

This guide will walk you through the steps and settings required to manage users in your organization.

Steps to Add a User

1. Navigate to the Users Section

• Log in to your account and navigate to the Settings page.

• In the Organization section, click on Users.

2. Open the Add User

• Click on the Add user button located at the top right corner of the Users page.

3. Fill in the User Details

• A form will appear where you need to enter the following information:

  • First name: Enter the first name of the user (this field is required).

  • Last name: Enter the last name of the user (optional).

  • Email: Enter the email address of the user (this field is required).

4. Create the User

• After filling in the required details, click the Create button to add the user to the system.

• If you wish to cancel the process, click the Cancel button.

5. User Added Confirmation

• Once the user is successfully added, their details will appear in the Users list with their role and email.

• If the user does not already exists, an invitation email will be sent to the user to set up an account.

By following these steps, you will be able to add new users to your organization efficiently. If you encounter any issues, please contact your system administrator for assistance.