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Adding Users & Setting User Permissions

Note Only administrative users (Owner, Manager roles) of enterprise clients will be able to manage user accounts.

To add a new user and setup their permissions please follow the steps below:

1. Go to the top left corner to click on dropdown arrow next to your organisation name to access the manage users area. 

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2. There are two areas on this screen where you can add a user:

  • From the top of the page Click + Add a user

  • or from the bottom of the page click Add a user to your workspace 

    image-20241011-200454.png

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3. A pop-up display will appear where you will be able to:

  • Add one or multiple users via email (you can copy-paste multiple at one go)

  • Apply a Licence type and define their Role 

  • Grant access to shared mailboxes

  • Assign teams

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Video walkthrough on above steps:

https://www.loom.com/share/b4480a6848f943e8be16b8da991a3cd1?sid=afc972c2-89c0-45dd-b8ef-166a4015565e

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