Add new users
The Add new user button is on the main Users page, where the admin sets the new userโs role, team, and permissions.
Team roles based on a teamโs 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.