Sign in and Access Manage Users
Begin by signing in to your account and navigating to the Workspaces overview. Once there, click on the Settings icon and proceed to the Manage Users section. This is where you can handle all user-related tasks.
In the Manage Users section, click the Add User icon to open the User Builder form. Here, you'll enter the user's first and last name, and their email address. Address any email validation errors that appear by ensuring the email format is correct.
Choose the preferred login type for the user by selecting from options like Password, Google, or Microsoft. Then, open the Role dropdown and assign a role such as Business User to set the user's permissions.
Complete User Details
Scroll down to fill in any additional profile details such as job title, department, and group assignments. Enter the country code and phone number for contact purposes. After reviewing all the information for accuracy, click the Save icon to finalize the new user profile.
Verify User Addition
To verify the new user has been added, go back to the Manage Users table. Use the filter function by selecting First Name from the filter options, entering the user's first name, and pressing Enter. The table will update to show only the newly created user.
Test User Login
Demonstrate logging in as the new user by choosing the Microsoft login option. Opt to use another account, enter the user's email, and proceed with the Microsoft authentication process. Close the Microsoft login prompt once complete.
