Adding New Users

Adding new users to the platform is an essential task to ensure proper access and functionality for your team. 

Inviting a single user

For single users, you can create invites directly through the platform by entering their details, while for multiple users, you can use a bulk import process by uploading a pre-filled template. Follow the steps below to successfully add new users to the platform:

1. Verify you have to correct permissions to add users (you must be an Admin).

2. Go to the "Invites" tab on the left-hand side navigation menu.

3. Click on Create Invite.

4. Enter the required details for the new user and assign them a user role.

Bulk user invitations

1. Verify you have to correct permissions to add users.

2. Go to the "Invites" tab on the left-hand side navigation menu.

3. Click on "Import".

4. Click on "Download Template" and fill it with users.

5. Upload the csv file and click "Save".

NOTE: For more information on roles and permissions, please check this guide out for details.