Add New Users
  • 07 Feb 2023
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Add New Users

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  • PDF

Article Summary


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.

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

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

  • 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.
  • 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.

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