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How to add a new user

Need to assign access to a user? Follow these steps!

Tristan Gray avatar
Written by Tristan Gray
Updated over a week ago

Adding a new user grants them access to your company and your projects. Please remember this before assigning any access but once you're happy for this information to be shared, follow the steps below to begin!

Let's get started!

Navigate to your dashboard

Once you've logged in, on the right-hand side of the page you'll see a menu list. Click on User Manager:

User manager

After clicking on User Manager, you'll be taken to the screen where you can select Create User:

User details

Now you can begin setting up the user details, adding information such as name, email address, creating a password and deciding on what type of user you would like them to be. To learn more about user types, check out the What's next section of this article!

When all of that information is filled in, click on Companies πŸ‘

Assigning companies

The next and final step is assigning the user access to companies. Once completed, click onto Update to set up this new user 😊

You can also do this for the Projects tab to ensure all projects you wanted visible on the user's access will appear.

User added

Immediately after clicking on Save User, you will be able to view this new user under your User Manager.

You can also do the steps above by going to your dashboard and clicking on "Add User":

What's next?

Want to learn more about the different user types and what that access provides? Check out our What are the different types of users and how is it assigned article.

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