How to Add a New User
- Go to the Users page in your account.
- Click the Add User button in the upper right corner.
- Set the user’s role, team, and permissions.
- Save your changes.
Tip: You can also add users to teams by clicking a team name in the Organization Chart or in the Active Users tab list view.
Understanding Team Roles
- Executives:
- See and edit all data across the account.
- Cannot be assigned to a team.
- Team Leaders:
- Manage and edit data for their team or the entire account.
- Team Members(default):
- Access and edit data within their assigned team or account.
Billing: What to Expect
Adding a new user increases your license count, which affects your billing:- Monthly subscriptions:
- Your next bill will include a prorated fee for the new user.
- Annual subscriptions:
- Your credit card is charged a prorated fee for the rest of the billing period.
Heads up: The cost for each new user depends on your subscription plan and billing cycle.
If you have questions or run into any issues, reach out to our support team at [email protected].