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Add New Users
  • 12 Feb 2024
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Contents

Add New Users

  • Updated On 12 Feb 2024
  • 1 Minute To Read
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Article Summary

Whatfix enables you to add new users to your account.

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 Guidance dashboard, click Settings.
    ia_left_nav_settings

  2. Click Teammates.
    ia_settings_teammates_two_levels

  1. Click Invite Users.
    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. Click the Plus icon to invite multiple users.
    plus_icon.png

Note
  • 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_users1
Note
  • 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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