Invite new users

As an Admin, Senior Account Manager, or Senior Analyst, you can add new users to your team. Every new user must have a user role assigned to them. Each role comes with certain permissions, allowing the user to perform specific tasks.

To invite a new user:

1. Go to Admin → Users in the side navigation.
2. Select ADD USER to open the New user dialogue window.
3. Enter the user’s email address and select a role. Check Admin → Roles first if you’re not sure what role to assign.
4. Confirm with SEND INVITE.

The new user receives an email invitation to join the team. The user becomes active on the platform when they set up a password and log in. Until then, the user remains with the status Pending.