Add a User
Before You Begin: You must be an Admin User on your organization's account to add new users. If you do not have the necessary permissions, reach out to an existing Admin User for assistance.
• Login
Step 2: Locate Appropriate Tab
• Click Users
Step 3: Add a User
• Click Add User
• Complete the information on the form and select the user’s role(s)
• Admin User – Full access
• Standard User – Limited access
• Learn More about User Roles here.
• Click Add User
Important Note: The new user will receive an email with their username and temporary password.