Add New Users

Goal

The goal of this tutorial is to show Admins how to add new Users in Upmarket

Role

  • Admin

Pre-requisite

The link expires after 30minutes so be sure to alert your team to take action once the invitation email is received

How To Add New Users

  1. Select Team from the Toolbar
  2. Click Invites then Add User
  3. Enter the required fields: Name and Email
  4. Designate a Department, Team and Role
    • Role designates the Users’ level of system access
  5. Click Invite
  6. Once the new User accepts the invitation their name will move from the Invites tab to the Users tab

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