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How to add a user
Updated over 5 months ago

To create a new user go to Users > Create user.

In the pop-up window, enter the user's name, email address, additional information, and select their role. Once you're all set, click Next.

In the opened Permissions window you can manage the list of available permissions for a new user. Once you're done with that, click Next and select applicable commission plans if needed.

Click Next and decide whether you want to send a welcome email, start the onboarding process, or don't notify the user.

Please note: the onboarding process notification is only available with the Professional plan.

To resend a welcome email, go to the new user's page and select Resend invitation on the right-side panel.

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