Adding Admins & Users Manually

Article author
Joey
  • Updated

The below article covers 2 key actions:

1. Adding a User Manually

2. Adding an Admin

  • Note: if your organization is leveraging an HRIS integration, you will not need to add users manually in most cases.

Getting Started:

For all 3 actions, please log in to the platform and click on the Users menu.

users_table.png

1) Add a User

Click + Add User and add a First Name, Last Name and Email. Under Account Permissions, checkmark the Participant box and click Save. You may scroll down for additional user settings.

Screen_Shot_2021-07-21_at_8.22.03_AM.png

 

Screen_Shot_2021-07-21_at_8.23.31_AM.png

2) Add an Admin

Click + Add User and add a First Name, Last Name and Email. Under Account Permissions, checkmark the Administrator box and click Save. You may scroll down for additional user settings.

Screen_Shot_2021-06-11_at_6.58.29_PM.png

 

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