How to Add Users in Elate

Adding your whole team to Elate will promote transparency around your strategic plan.

Support Team avatar
Written by Support Team
Updated over a week ago

Adding and Editing Users

To add new users, open the settings menu by clicking your name in the bottom left corner of Elate.

After opening the settings menu, click “User Management.”

You will be taken to the user management section of settings. On this page, click “Add New User.”

After clicking “Add New User,” enter the necessary information to add a user. You can enter:

  • First name

  • Last Name

  • Email

  • Organization Role

  • Title

Additionally, you should assign users to teams they are involved with by clicking “Add to Team” and assigning them to the appropriate team. If you want to learn more about managing teams in Elate, read this article about Setting Up Your Teams.

When you have all the information added for this user, click “Add User” and the user will receive the below email invitation to Elate.

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