Knowledge Base: How do I invite (add) a user to my account?

To add a user to your account:

  1. Click the “Invite Users” link near the upper right corner of the page
  2. Type in the user’s “First Name” and “Last Name” (this step is optional, but recommended)
  3. Type in the user’s “Email Address”
  4. Select the desired “Role”
    • User – Can view and edit information, as well as send messages.
    • User (No Send) – Can view and edit information, but cannot send messages.
    • Guest – Can only view information and cannot send messages.
    • Billing – Can access billing information.
    • Administrator – Can access almost everything.
  5. Click the “Send Invitation” button

After the invitation email has been sent, the user must click the "Accept invitation" link in the email and login or sign up (depending if they already have a user).