Easily invite team members, assign roles, and manage user access from your Investorlift Admin dashboard in just a few clicks.
Follow the steps below to add a new user to your Investorlift account.
1. Log In to the Admin Dashboard
Visit: admin.investorlift.com
Enter your credentials to access your account.
2. Navigate to the Users Section
From the left-hand sidebar, click on Users.
3. Click on Create User
This will open a form where you can input the new user's details.
4. Fill Out the New User Information
Ensure all fields are completed accurately:
Full Name – Enter the user's first and last name.
Email – Provide a valid email address.
Role – Select one of the following:
Administrator
Acquisitions
Dispositions
Password – Set an initial password.
💡 Tip: Choose a simple, temporary password. Once the user logs in and sets up their profile, they can reset it to something secure and memorable.
5. Click Create New User
The new teammate will now have access based on the role you assigned.
