The fastest way to add users to your Dashboard is via a bulk CSV upload. Sometimes you may need to add only a handful of users, for example when a new employee joins, and it may be quicker to manually add them. For information on adding a large number of employees see this article here.
Let's get started with manual user adding 👇🏻
- Open your Dashboard and log in
- Click on the "Employee" tab in the left-hand sidebar
- Click "Add employee" at the top of the page
- There are three options, click "Add single account user"
- Fill in the required fields, including name and email address. Click "Invite" and then close once happy
- An email invite will be sent to the employee to complete registration. Your employee will then need to create a password and fill out their details 😊