Top
Add New Users
  • 07 Oct 2022
  • 1 Minute To Read
  • Dark
    Light
  • PDF

Add New Users

  • Dark
    Light
  • PDF

Note

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

Use the following steps to add a new user,

  1. On the Whatfix Dashboard, click Users.
    DB_Documentation_Clickusers.png

  1. On the top-right side of the page, click the Invite Users button.
    invite_users.png

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

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

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 using a single request.
  • To add more users, repeat the action in batches of 5.
  1. Once you have added all the users you want to invite, click Invite.
    invite.png
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 3 hours. If the link expires, a new invite needs to be sent again.

Was this article helpful?

Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.