How to add team members to my Account

This action can only be performed by the Primary Account Admin user and Account Admin level users.

Step 1:

Log into your account, navigate to the Business Account Settings section of the application.

Step 2:

Navigate to the Your User List sub tab.

Step 3:

Click the Add New User button.

Step 4:

Fill in the required user information and click Create New User. At this point your job is done.

PAYMENT NOTE: If you already have a paid account, your account will be billed for the new user seat upon you approving the new user seat. If you do not yet have a paid account when you try and add a user, you will be prompted to add payment details and Activate your paid account as part of the process of adding a new user.

Step 5:

Your invited team member will receive an email inviting them to create their account and complete their user onboarding.

You will be able to follow the status of your team member via the Your User List tab of the Business Account Settings section of the application.

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