Adding a user to your organisation is simple, but it’s important to know that only users with the correct permissions can do this. If you’re authorised, follow these steps to invite new users and manage their permissions.
Steps to Add a User
Go to Settings: Start by navigating to the Organisation Settings section of the platform and select Users.
Select Invite User
Manage Permissions: When adding the new user, you can add the email address, role of the user and which team or teams they should be part of.
Send Invite: As soon as you send the invite, the user will receive an email with instructions on how to log in
What You’ll See in the Users Section:
List of All Users: You’ll see a list of all current and pending users within your organisation.
User Permissions: You can check what permissions each user has by clicking on the users name/profile.
Invitation Status: Next to each user, you’ll see whether they’ve accepted their invitation or if it’s still pending.
Team membership: You can see which team(s) a user is a member of by by clicking on the users name/profile.
Important Note:
Only users with the right permissions can add others. If you don’t have the necessary permissions, you won’t see the option to invite users. Make sure you have the correct role to manage this feature.