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Add new users
  • 13 Feb 2024
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Contents

Add new users

  • Updated On 13 Feb 2024
  • 1 Minute To Read
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Article Summary

Note

Only an Account Manager can perform the following task. For more information about available user roles, see Whatfix User Roles.

Use the following steps to add a new user:

  1. On the Whatfix Guidance dashboard, click Settings.
    ia_left_nav_settings

  2. Click Teammates.
    Desktop_db_click_teammates_01

  1. Click Invite Users.
    settings_invite_users .png

  2. In the pop-up, enter the email address of the new user and select their role using the dropdown menu. To know more about each role, see Whatfix User Roles.
    invite_users_email_roles

  3. You can also invite multiple users at the same time by clicking the Plus icon.
    add_user_invite_email

Note
  • Though there are no limitations to the number of users you can add to your account, you can only send invites to 5 users in a single request.
  • To add more users, repeat the action in batches of 5.
  1. Once you add all the users you want to invite, click Invite.
    invite_button_click
Note
  • An email with a link to sign up for the application is sent to the new user's email address.
  • The signup link is valid only for 24 hours. If the link expires, a new invite needs to be sent again.
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