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Add a user

Give admin-level permissions or lock a user down to only the platform areas and tasks required for their role.

Gareth Burroughes avatar
Written by Gareth Burroughes
Updated over a week ago

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


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

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.

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

  7. Select SAVE.

In a secondary level account

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

  2. Select NEW USER.

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

  4. Under Permission select the checkbox next to any permission you want to grant, or select All permissions to grant all possible permissions.

  5. Select SAVE.

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 need to create the user in the top level account.


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.

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