Add a user

Learn to add a new user to your account.

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.

    To learn more about user permissions, check out Restrict and grant user access permissions.

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

Add a new user

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

In a top level account

  1. Go to Settings (⋮) > Your team.
  2. Select New user.
    new_user.png
  3. Under User details, enter the new user's email address.
    add-a-user.png
  4. Under Settings, select the Accounts tab.
  5. Find the accounts you want the new user to access and 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.

    To learn more about each permission, check out the section Understanding user permissions.

  7. Select Save.

In a secondary level account

  1. Go to Settings (⋮) > Access.
  2. Select New user.
  3. Under User details, enter the new user's email address.
    add-a-user-child.PNG
  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 will need to add 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 will not appear in the list of account users until they have completed this process.

See also


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