How to Add Users to an Organization [Step-by-step guide]

Modified on Thu, 26 Oct, 2023 at 2:01 PM

Users are necessary to operate through Organizations.

This article details how to create Users under the hierarchy of an Organization.

WARNING: Users created through this method will have access and visibility to all the Accounts within the Organization. If you wish to create Users that have access and visibility of a single account, refer to the steps detailed in How to Add Users to an Account [Step-by-step guide].

To do so, you will have to:

1. Click Organizations under System Settings

2. Press Edit on the row of the Organization you will work with

3. Select the Users tab

4. Press Create button

5. Define the fields accordingly:

E-mail: User's e-mail address
Role: User's role, to define access and permissions (User, Supervisor, Administrator)

6. Press Save to apply the changes