How does I add a new user to the account?

Create users in your account, add them to all or specific accounts, and assign custom roles tailored to your exact requirements.

Note - you must be a Corporate Super Administrator or have a custom role that allows you to create and manage users. If you cannot see the USERS tab in the left hand menu, you do not have the required permissions and will need to contact your account administrator.

1. Sign in to your account and go to USERS. Click Create User.

2. Enter the user’s details. Make sure this information is accurate, as it cannot be changed later, and these details will be required for the user’s verification and sign-in.

3. Click the button, Assign a role to this user. You can select an existing role or create a new custom role in the Roles tab (see “How to create a custom user role” for details).

4. Choose accounts and permissions:
   • Select one or more corporate accounts to add the user to.
   • Choose the role you want to assign.
   • Select whether the user should have access to all, or specific accounts.
   • Click Next.

5. You’ll now see the role has been assigned to the user. To add them to another corporate account with a different role, click Assign a role to this user again.

When finished, click Confirm to save.