Adding new users
- 30 Jan 2023
- 1 Minute To Read
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Adding new users
- Updated On 30 Jan 2023
- 1 Minute To Read
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Print
-
DarkLight
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PDF
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,
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Navigate to the Whatfix Dashboard.
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Click Users.
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On the top-right side of the page, click the Invite Users button.
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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
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You can also invite multiple users at the same time by clicking the Plus 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.
- Once you have added all the users you want to invite, click Invite.
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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