How to invite more users to your company

Who can invite new users

The decision of who can invite new users to your organization account is made by the Account Owner or Managers

How can I add new users?

If you have permissions to invite new users, it can be done through the Users tab on the customer portal. Alternatively, you can send the list of new users to the customer success team and they will help you set it up.

Can I add multiple people at the same time?

Yes. We know companies can have hundreds of users, so we added the option to “Upload Excel file ”. The file must contain the column header: Email and optionally Role (Member, Manager, Gatekeeper, LibraryOnly, Accountant)

Can I allow them to register by themselves?

Yes. To do this go to the “Account Settings” Tab and then go to the “Member Access” section.
You can allow members to join by email, by getting a request or only by invitation.





As default users with the same email domain and a verified email can join the company – if you are the manager of the account, you can change this setting here.

Can my current members invite new members?

Yes. However, you can change this as a manager. You see this option in the “Member Access” Section; inside of the Account Settings Tab.





If you wish to edit the permissions other members at your company have, we suggest you read the article: How can I manage my team's permissions?

Updated on: 05/30/2023