Adding a new user

Users with permission to Manage Users can enable other people to access the account by adding them as users.

Add a user

  1. Click the Add your team members card, displayed under Do more with
    Add your team member onboarding card
  2. Enter your team member's information on the left
    • First name
    • Last name
    • Email address
    • Select a role - available roles are on the right hand side of the page Add user modal
  3. Click Invite team and we'll send an email to them to activate their profile and create a password

Alternatively, follow these steps:

  1. Click the gear icon
  2. Under Permissions, click Users
  3. Click New
  4. Enter the user's information, select a Role, and click Save
  5. Designate the email preferences for this user:
    • Whether this team member receives emails immediately for each new task that requires their attention
    • Frequency of To-Do List summary options
      • Daily (Monday-Friday)
      • Weekly; you select the day of the week
      • Monthly; you select the date(s) of the month
      • Never

The new team member will receive an email with instructions to activate their profile and create a password. Each team member can also customize their own email preferences once they are able to log in.