Adding New Users to Your Organization

This article is designed as a guide for adding new individual users to your organization. 

New users can be added to your organization through two methods:

• Manually adding individual users
• Batch uploading

Batch Upload is more commonly used for adding a large number of users to your organization at one time. To learn more about this process, refer to this article: Batch Uploading Users

In order to add users to your organization, you must have either a Manager or Organizational Admin user account.

1. First, click on User Management on the left-hand side of your screen.

     2. Next, click Create New User located in the dropdown menu.

     3. A window will appear for creating a new user. Within this window, you will be able to fill in the             user's user type, title, name, email address, organization, and location.
NOTE: Adding a License is optional and you can click the "X" to close that section.

     4. You will also have the choice to create a password for the new user account. If you would like the owner of the account to create their own password, they can do so when they receive the welcome email with instructions on setting up their login information. The welcome email is automatically sent when the account is Saved.

If you decide to neither create a password nor have the platform send a welcome email, you can go into the new user account and add a password in the future.