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Add a user

Add users to your account with varying permission levels depending on what you need them to be able to do.

Laura Russell avatar
Written by Laura Russell
Updated over a month ago

Before you start

Things you need to know:

  • You must be an account owner, or a user with the Can manage account permission enabled, to add a user.

  • There's no limit to the number of users you can add to your account.

Learn more about user permissions in Restrict and grant user access permissions.


Add a new user

Before you start

When you add a user in a secondary level account, they are created as a user in that account only.

If you want to create a user with access to multiple accounts, you must create the user in the top level account.

The steps to add a new user to your account differ depending on the level of account you are working in:

In a top level account

  1. Expand the User menu and go to Settings > Users and teams > Users.

  2. Select NEW USER.

  3. Under User details, enter the email address for the new user.

  4. Under the heading Settings, select the Accounts tab.

  5. Find the accounts you want the new user to access and for Allow access, select YES.

    You can't save a new user without assigning them to at least one account.

  6. If you have Single sign-on enabled for any of the accounts you have granted access to, set Log in with SSO to YES to require this user to access the account through Single sign-on. To allow the user to log in with username and password only, select NO.

  7. Select the Default permissions tab. To give the new user additional access permissions, select YES for any permission you want to grant, or select ALLOW ALL to grant all possible permissions.

  8. Select SAVE.

In a secondary level account

  1. Expand the User menu and go to Settings > Managed users.

  2. Select ADD NEW MANAGED USER.

  3. Under User details, enter the email address for the new user.

  4. Under User’s default permissions select YES for any permission you want to grant, or select ALLOW ALL to grant all possible permissions.

  5. Select SAVE.


User invitation

Once a new user has been set up, we send them an invitation email to confirm their email address and create their password. The link in this email expires after three days.

The new user does not appear in the list of account users until they have completed this process.


Add existing users to an account

In addition to adding a single user, it’s possible to add multiple existing users to an account at the same time.

Before you start

To add existing users to an account, you must be logged in to the top-level (parent) account as either the account owner, or a managed user with the Can manage account permission enabled.

To do this:

  1. Expand the User menu and go to Settings > Users and teams > Accounts.

  2. For the account you want to add users to, select the number in the Users column.

Add existing users to an account

In addition to adding a single user, it’s possible to add multiple existing users to an account at the same time.

Before you start

To add existing users to an account, you must be logged in to the top-level (parent) account as either the account owner, or a managed user with the Can manage account permission enabled.

To do this:

  1. Expand the User menu and go to Settings > Users and teams > Accounts.

  2. For the account you want to add users to, select the number in the Users column.

  3. Expand the ADD USERS drop-down menu and select Add existing user.

  4. Select CHOOSE EXISTING USERS.

  5. Select the user(s) you want to add to the account, then select ADD.

  6. Select APPLY.

The users you have added are sent an email to notify them that they have been granted access to the account.

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