To add a new team member to your organization, visit the "Admin" tab, toggle the left-side menu, then select "Team."

From the team page, select "Add New User" in the top right corner.

Enter your team member's information including:

  • User Role
  • Permissions

Then, select the company or companies you would like to add this user to.

After selecting a company you will notice a dropdown appears. This dropdown references the dashboard your have admin access to. 

Select a dashboard

This will be the first board the new user will see upon login. After they have joined your account you can adjust their permissions to more dashboards from the team page.

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