Add users

  1. Click Administration.
  2. (If applicable) Click on top, group, or client level.
  3. Go to the Users tab.
  4. Click Actions > Add users.
  5. In the Enter email address field, either type in or paste in the email addresses separated by spaces, line breaks, commas, or semicolons. You can add up to 50 email addresses at the same time.
  6. Click Add. NOTE: Your new user(s) will receive an email where they must click the Accept Invite button, fill in their name, and set a password. The Accept invitation is valid for seven days, so if the invitation is not accepted by then, you must resend it. This can be done by clicking on the user and clicking the Resend button under Details, or copy the invitation link and sending it to the user.

Now you can edit the user as described below.

Last modified August 2, 2024