As the admin to your organization you can easily add users under the Manage Company Users section. To manage your Organization and Users, follow these steps:

  1. Click on your email address in the top right-hand corner of the screen and click on Account Info.
  2. From here, click on Manage Organization on the left-hand side of the screen under the Account Info section of the dropdown. Note: This section will not appear if you are not an Admin.
  3. Under Manage Organization, click Manage Company Users.
  4. You may then add a New User to the Organization by adding their First Name, Last Name, and email address into the section pictured below:
  5. You may also select the type of User you’d like the new user to be under User Role. Whether it be a regular User, Team Lead, or Administrator
    1. User: A regular user with access to organization products and features.
    2. Team Lead: Similar to User role but with access to Custom/Global Fields. In this role you can upload Custom Fields CSV and turn on visibility of Custom/Global Fields for the organization.
    3. Administrator: Similar to Team Lead but with access to administrative features like billing, adding / editing users.
  6. Finalize the addition and User Role by clicking Add User.

Interested in Managing your Users? Visit our help document here.

Please contact with any questions.