How to create a new user
Users can be created indivudually or imported in bulk from a CSV file. The following articles provides the steps to create individual users. For adding them via a batch upload file, see Import uses from a CSV.
For Admins and IT Admins. Only users with the Admin or IT Admin role can create and manage users.
Before you begin
You must have the Admin or IT Admin role.
Add users manually
Use this method to add one or a small number of users directly from the platform.
In the top navigation, click Settings. The Settings page opens.
In the left panel, under Management, click Users. The Users list opens.
In the top-right corner, click Add users. The Add users panel opens on the right side of the page.
Complete the three required fields for the user:
Role — Select the role that matches the user's access level. See User roles below.
Email — Enter the user's primary email address. This value must be unique — no two users in your workspace can share an email address.
Full name — Enter the user's display name as it appears in the platform.
To add more users in the same session, click + Add new user and complete the fields for each additional user.
To send the new users an email with instructions to install Guide for Desktop, select Send Guide Installation Request upon creation.
Click Add users. The new users are created and appear in the Users list.
If you enter an email address already present in the panel, the Email field shows "This user is already added to the list." Resolve the duplicate before clicking Add users.
User roles
The role you assign at creation determines whether the user can access the platform and what they can do within it.
See User Roles to learn more about the capabilities of each option.
Result
New users appear in the Users list immediately after you click Add users. From the list, you can open a user's profile to configure their communication sources, change their role, or assign them to a user group.