Adding a New User to Your Entity
If you are unable to add a new user, check your subscription settings:
Go to My Subscription and verify if you have enough licenses.
If needed, you can add more licenses in Manage Users Settings.
To invite a new user to your entity, follow these steps:
Go to Settings up in the right corner
Select Manage users
Click on Invite User +.
Enter the user's email.
Select the appropriate role for the user:
Administrator
Manager
User
Ensure that Send Verification Email is toggled ON.
Click Invite.
Done! The user will receive an invitation to join the entity.
Learn more:
The different user roles each have access to different settings and documents in the platform.