How do I add a user on my organisation's account?

To add a new user/team member to your account, follow these simple instructions:

  1. On the account homepage, locate and click the blue "+" button positioned in the top-right corner of the screen.
  2. A new window will appear prompting you to enter the contact details of the new user.
  3. Enter the contact's name and email address into the provided fields.
  4. Once the details are filled out, click on the "Add and Invite" button.
  5. An invitation will be sent to the provided email address, inviting the user to log in and create a new password for their account.

 

Encourage newly added users to create strong and unique passwords to enhance account security.