Adding new users

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,

Navigate to the Whatfix Dashboard.
Click Users.
On the top-right side of the page, click the Invite Users button.
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.
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.

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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