Applies to: Admin & Managers
In this article, we'll provide an overview for how to add new users to your brand account.
Once the user has accepted the invitation, they will appear in the user overview page. You can adjust the role and team configuration any time from the same page.
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How to add new users
Step 1. Click on Settings (located on left navigation or home landing page
Click on Users
Step 2. Click Invite users
Step 3. Select the role you would like the user to be invited as. They can be either: User, Manager or Admin. Learn more about the difference of the roles HERE
Step 4. Select the team(s) the users will have access to. If you prefer, you can choose multiple locations for a role.
Step 5. Select how you would like to send the invitation. Enter the e-mail, phone number or share a unique link to user you'd like to invite.
Email invite
SMS invite- note this option is for US & Canada numbers only.
Invitation Link invite- we create a link that is valid for 24 hours with a security code to privately share with your users.
Step 6. Click Continue
Users will automatically be notified about their invite via the channel you invited them through - they'll be able to confirm their invite through a code we provide. You'll be notified via e-mail once their account has been set up.
Invitation link view- click Copy to share link details.
Thank you for taking the time to learn more about how to add a user. We hope this walkthrough has been helpful and you can now easily add users to your team to grow your business.
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