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How to Add a User

  1. In the left-side menu, navigate to My Account. 
  2. Proceed to the Teams section.
  3. Before proceeding, check the available number of seats, against the allowed seats in your subscribed plan.
  4. If you have reached the maximum number of seats allowed, the Invite and Add User buttons are no longer visible on the page.
  5. You are prompted to upgrade your plan to accommodate more seats.
  6. If there are still available seats, click on the Add User button.
  7. In the drawer, enter the user’s first name, last name, and email address.
  8. Select the role for the user, and set a password.
  9. Click Submit to create the user.
  10. The new user will now appear in the list.
  11. To update a user, click the corresponding edit icon.
  12. Make the changes.
  13. Click Submit to save the changes.
  14. If you wish to revoke a user’s access, you can deactivate their account.
  15. Slide left the toggle corresponding to it.
  16. The user’s status would change to Inactive.

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