Add new users

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Whatfix enables you to add new users to collaborate and create content on the Whatfix Desktop Dashboard from the Teammates section.

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:

Click Invite Users.
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.
You can also invite multiple users at the same time by clicking the Plus icon.

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.

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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