User Management


 

Add a User to Your Organization

Who can use this feature?

Organization Owners

 

Overview 

This article will show you how to add Users to an Organization.

Instructions

  1. On your Platform Dashboard, select Administrative Settings
    AdministrativeSettings.png
  2. On your User Management tab, click Add User
    Add_User.png
  3. Fill in Add User fields
    Add_User_Fields.png
    • Email Address: Add primary email address
    • Secondary Email (optional): Add secondary email address
    • First Name: Add user's first name
    • Last Name: Add user's last name
    • Phone Number (optional): Input the user's primary phone number
  4. Click Save
    Save_New_User.png
  5. Your user may receive an email to validate their account and create their password



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