Add a user
These steps show you how to add an internal staff member. You choose a role and decide whether to set a password right away or email an invitation. For the Admin or Office role.
Before you start
Section titled “Before you start”- The Admin or Office role.
- Choose Users in the sidebar, then New.
- Fill in First name, Last name, and Email. Phone is optional.
- Choose the Role: Admin, Office, Technician, or Structural. What each role can do is described in Roles and permissions.
- Under Set access, choose Set password (you set a password now) or Send invitation (the user receives an email to choose their own password).
- Choose Save.
Result
Section titled “Result”The user appears in the Users list. With Send invitation, the user receives an activation email to set up the account.