Adding Users & Assigning Roles

As an Admin you can add users to your account, use the below guide to get started.

  • Selecting the user's icon    on the left-hand side navigation.
  • From here you will be taken to your current user list. 
  • Select +Add in the top right-hand corner. 
  • Fill in the new user’s first name, last name, and email address. (Please note email addresses must be unique.)
  • Then assign a license and a role
  • Once everything is complete, select Add User

Genius Tip: If you see licenses but are unable to select them, then that means you need to purchase more licenses. You can add users with Unassigned licenses and assign them later

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July 7th, 2021


Louise Ross

Updated By:

Louise Ross



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assigning roles, adding users

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