Click "Add Employee" or "Add 3rd Party" depending on the user type.

Add the user's name and email. Optional: phone number.


Tip!
No Access allows the company to track the user's accountability or responsibility for items without giving them platform access.
Standard Access users can view and edit information throughout the platform. 
Admin Access allows users to edit other user profiles and add or delete them from a subscription.

Tip!
Once you click "Save", an email invitation will automatically by sent to the user's email.

ADMIN ONLY - You must be an admin to add and remove users.

Adding a User Workflow