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Adding new users
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Adding new users

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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. Log in to your Whatfix account as Account Manager and on the Dashboard, click Users.
    users.png

  2. Click the Invite Users button on the top right side of the page.
    users_inviteUsers.png

  3. Fill in the email address of the new user and select the role you would like to assign them from the adjacent drop-down menu.
    users_invite_email_role.png

  4. An email with information about signing in to the application is sent to the new user's email ID. Users can use the link to navigate to the sign-up page, choose a password, sign up and explore Whatfix on their own.

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