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    Add New Users
    • 07 Feb 2023
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    Contents

    Add New Users

    • Updated On 07 Feb 2023
    • 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 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 dropdown 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.
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