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:
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On the Whatfix Guidance dashboard, click Settings.
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Click Teammates.
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Click Invite Users.
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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.
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Click the Plus icon to invite multiple users.
Note
- Only send invites to 5 users using a single request.
- To add more users, repeat the action in batches of 5.
- Once you have added all the users you want to invite, click invite.
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.