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Adding a User

Learn how to add a user to your organisation and control their access to modules.

Ben Gale avatar
Written by Ben Gale
Updated over 6 months ago

Step 1: Navigate to User Settings 0:01

  • Go to Settings.

  • Click on Users.

Step 2: Add a New User 0:10

  • Click on Add User at the top.

  • Enter the user's name and email address.

Step 3: Set User Permissions 0:10

  • To give full access to the site:

    • Check the box to make them an Owner.

    • They will have access to all modules and the site itself.

  • To limit access:

    • Select specific modules or sites for access.

    • Note that some modules may require access to others.

Step 4: Manage Site Access 0:45

  • Use the menu to specify access across different sites:

    • Grant access to a specific site.

    • Leave access to other sites unchecked.

Step 5: Consider Child Organisation Access 1:07

  • If adding a user within a child organisation:

    • They will only have access to the site they are in.

Step 6: Finalise User Addition 1:07

  • Click Add User to complete the process.
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