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Add a New User

To add a new user, follow the below-mentioned steps:

  1. Open the account you'd like to add users to. Now, select Settings > Account Users.

  2. Select the Invite User button.

  3. Enter the user's professional e-mail address and assign a role. Click here to learn more about user roles.

  4. Click on Invite User at the bottom of the page.

    An email invitation will be sent to the user’s business email address. They’ll need to accept this invitation before they can start managing the account.

Invitation actions

You can check on the status of users by clicking on the three buttons in front of the users. Only Pending or Expired invitations are shown on top of Account Users page. If the invitation is accepted, the invited user will appear in the list of users.

The invitation does not contain the full name of the invited user.

There can be only two actions for pending invitations:

  • Revoke invitation - invitation is going to be expired and user can’t accept it

  • Resend invitation - invitation email was sent again to a user, in case previous one was lost

How to resend an invitation?

Follow the steps to resend an invitation:

  1. Open the account you'd like to add users to. Now, select Settings > Team

  2. Search and find the relevant user

  3. Click on the 3 vertical dots at the end of the line on the right

  4. Select Resend Invitation

How to revoke an invitation?

Follow the steps to revoke an invitation:

  1. Open the account you'd like to add users to. Now, select Settings > Team

  2. Search and find the relevant user

  3. Click on the 3 vertical dots at the end of the line on the right

  4. Select Revoke Invitation