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Adding new users
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Adding new users

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Note

You need to be an account manager to perform the following task. To see more information about available roles, see Whatfix User Roles.

To add a new user,

  1. Navigate to Whatfix Dashboard.
    Dashboard.png
  2. Click Users.
    click_users_dash
  3. Click the Invite Users button on the top-right side of the page.
    new_user_invite_button
  4. In the pop-up, enter the email address of the new user and select their the role using the drop-down menu. To know more about each role, read Whatfix User Roles.
    add_new_user_details_fill
  5. You can also invite multiple users at once by clicking the Plus icon.
    add_multiple_users_plus_icon
  6. Click Invite when you added all the users you want to invite.
    add_new_user_invite_button
  7. An email with information about signing in to the application is sent to the new user's email address.
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