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Adding new users
  • 18 May 2022
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Adding new users

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Note

You need to be an Account Manager to perform the following task. For more information about available roles, see Whatfix User Roles.

Use the following steps to add a new user,

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. Click Users.
    RB_dashboard_LP_users_tab

  3. On the top-right side of the page, click the Invite Users button.
    RB_users_invite_users_button

  4. In the pop-up, enter the email address of the new user and select their role using the drop-down menu. To know more about each role, see Whatfix User Roles.
    RB_dashboard_invite_user_mail

  5. You can also invite multiple users at the same time by clicking the Plus icon.
    RB_dashboard_users_invite_add_icon

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.
    RB_dashboard_users_invite_button
Note
  • An email with a link to sign up to the application is sent to the new user's email address.
  • The sign up link is valid only for 3 hours. If the link expires, a new invite needs to be sent again.

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