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How to Create a User

Admin/Owner feature only!

  1. Click on the left-side hamburger menu and open the carat menu labeled "Company". 

  2. In the Company drop-down menu, select "Create User". 

  3. Enter in all the required fields for the new user (anything required will have an asterisk). When entering an email address for the new user, please ensure it is a valid & correct email address for the new user. Without the correct or valid email address, the user will not be able to access their account.

  4. If you want SMS and/or email opt-in, make sure these options are checked on. 

  5. To ensure the new user gets a Welcome Email, make sure the "Send Welcome Email" is checked on. 

  6. Tap "Create User". 

Try it out!

Watch How to Create a User