Add New Users
  • 30 Apr 2024
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Add New Users

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  • PDF

Article summary

Whatfix enables you to add new users to your account.


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 Guidance dashboard, click Settings.

  2. Click Teammates.

  1. Click Invite Users.

  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.

  3. Click the Plus icon to invite multiple users.

  • 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.
  • An email with a link to sign up for the application is sent to the new user's email address.
  • The sign-up link is valid for 24 hours. If the link expires, a new invite needs to be sent again.
  • Account Managers can invite as many users as they want. For more information about user roles, see Whatfix User Roles.

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