Adding and Inviting New Users

There are a few ways users can be added to a platform. 

Invite User: Sends a white-labeled email to the user, prompting them to create a password and fill out their account information. This is the more branded, "official" onboarding experience.

Add User (manually create their account): Individual users can be created in the Users tab of the Admin Panel. You only need their first and last name, email, and a password to create the account. Users can change their password anytime and fill out the rest of their account information later.

Bulk Upload from a Spreadsheet (with Maxa's help): Reach out to your Success Manager — our development team can bulk upload users from a spreadsheet using one shared password, which users can change once they sign into the platform.

Below, you'll find step-by-step instructions on how to invite and add a user.

Invite Users

1. In your Admin Panel, go to Users > Users.
   
2. Click Invite User.
   
   
   
3. Enter the new user's email address.
   
   
4. Click Invite.
5. The new user will receive an email invitation to the platform, where they can create their own password and start using their dashboard.

Add User Manually

1. In your Admin Panel, go to Users > Users.
2. Click New User.
   
   
   
3. Fill out their first and last name, create a password, and select their role and permissions, if applicable.
   
   
4. Click Create User at the bottom of the page.