Admins need to add their team to the platform to grant them access and manage their permissions effectively. This ensures that only authorized personnel can access sensitive information and perform necessary tasks within the platform.
So let's get started! To add a new user to the platform follow these steps:
1. Navigate to Administration. On the side panel, click User Management.
2. Click Invite User.
3. Fill in the First Name, Last Name, and Email.
4. Turn on the Security Options (optional).
5. Select the User Types and Permissions.
6. Click Submit.
Once all these steps are completed the user will receive an email to set up their account.