Add new users

The Add new user button is on the main Users page, where the admin sets the new user’s role, team, and permissions.

Team roles based on a team’s visibility settings:

• Executives cannot be on a team but can see and edit data across the entire account.
• Team Leaders can see and edit data across their team or account
• Team Members is the default position and can see and edit data within their team or account

To add a new user to your account, click on 'Add User' in the upper right corner of the Users page.

You can also add new or existing users to a team by clicking on a team name under Teams in the Organization chart or on a team name in the Active users' tab list view.

Billing

When a new user signs up, the fee depends on the subscription's terms. Adding a new user increases the number of licenses billed. For monthly subscriptions, the next bill will show a prorated fee. For annual subscriptions, the credit card will be charged a prorated fee for the remaining billing period.