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How to Add Users to Your Account ?
How to Add Users to Your Account ?
Valentine d'Aurelle avatar
Written by Valentine d'Aurelle
Updated over 5 months ago

Adding to your account is a straightforward process that enables you to share access to our platform and collaborate effectively.

Step-by-Step Guide to Adding Users

Step 1: Log In to Your Account

Open your web browser and go to our website. Click on the "Login" button. Enter your email address and password to access your account or use Google connect.

Step 2: Access the User Management Section

In the account, find the section labeled "Users". Click on this section to manage your current users and add new ones.

Step 4: Add a New User

  • Click "Add New User": Look for a button or link that says "Add New User".

  • Enter User Information: A form will appear asking for the new user’s information. Enter their full name and company email address.

  • Assign Role: Select if the new user is an admin. Common roles might include Admin, Manager, or Member. Each role typically comes with different permissions and access levels.

  • Create Microsoft and Google Account: If the user is new, you can create his Microsoft and Google Account directly with his company email clicking on the "Create user in Microsoft" or/and "Create user in Google". A box opens and you can add the new users company email and password.

  • Send email: Click "Send email notification to user" to send an email invitation to the new user.

Step 5: User Accepts the Invitation

If you click for the user to receive an email notification, the invited user will receive an email with a link to join your account. They need to open the email and click on the invitation link.

Managing Users

Editing User Information

You can edit user details or change their roles at any time by:

  • Going to the User Management Section: Navigate back to the "Users" section in your account settings.

  • Selecting the User: Click on the "Edit" button at the end of the user line in the list.

  • Making Changes: Update their information or change their role as needed. Save your changes.

Contact Support

If you need further assistance, our support team is here to help:

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