In this article, we'll walk you through adding a new user to your account. By following these steps, you will be able to add new users to your organization, assign them to specific groups, and assign products to them—all within a few clicks.
- To start, use the left panel to navigate to the Users page and click on add user.
In the popup that appears, you can add the user’s First name, Last name, and Email. The user’s name is optional, while the email is required to create the new user.
- Once the personal information is done, you can optionally assign them to an existing group in your organization. If no group is assigned, the user will be assigned to the “Unassigned” group automatically.
- Additionally, you can assign product(s) to the new user if desired. Any product that has available licenses can be assigned to the user.
- Click Continue to confirm the addition of the new user.
- You will see the confirmation screen. The new user is now successfully added to your organization. If the user was assigned to a group, they will now be a part of that group. If any products were assigned to the user, the user will now be able to use them.
- Click OK to go back to the main User page.