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Adding a user to your organization grants that individual access to the platform, along with the specific role and permissions you assign during the process. This ensures that each team member has the appropriate level of access required for their responsibilities from the moment their account is created. In this article, you will learn how to add a single user directly from the user list.

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Step-by-step guide

  1. Open the Admin panel and go to Users.
  2. Click Add user at the top right of the page.
  3. A new row appears at the top of the user list with editable fields:
    • Full Name: enter the user’s name
    • Email: enter the user’s email address
    • Phone number: enter the user’s phone number
    • Roles: click Select roles to assign roles to the user. You can select only one role from each group.
    • Status: defaults to Active
    • User group: click Add group to assign the user to a group, if applicable
  4. Click the checkmark to save the user, or the X to cancel.
  5. The new user appears in the user list with the details you entered.