Adding a new user

What information do you need?

From each member of your team, you’ll need their:

  • First name and last name
  • Work email address (they’ll use this to login)
  • Mobile phone number (this will be used for two factor authentication)
  • What Groups they need to be in. Read more about Groups here

How do you add a new user?

  1. Head into your account Settings, and into Our Team
  2. Select New User
  3. Fill out the user’s details
  4. The Groups they need to be a part of will determine what they have access to, and what functions they can perform. Select those required.
  5. Once you’re done, hit Save, and the person will be sent an email with a link to activate their account.