Adding Users to Your Account
- Go to Settings press g + 0 (zero)
Alternately, click the ellipses at the top right-hand side of the screen - choose Settings from the options provided (see illustration below)
- Click Add New User. The Invite User modal window displays
- Type the Email address of the new user
- Optionally type the User's Role, if applicable - see article on Permissions
- Optionally add the User's Office, if applicable
- Click Send invitation email
- The new user appears in the Users list. Right-click the User's name, choose Edit from the options provided.
The Edit User modal window displays
- Complete as follows:
- Type the User's First Name in the field provided
☝️ Note! - It is a recommended best practice to provide the new User's First and Last Names. This information assists with the identification of the owners of Precedents and Actions in the future - Type the User's Last Name
- Click Enabled
- Optionally, click Admin (do not click if your User does not have Administrative permissions; i.e., if the user has a specific role as in the illustration below, they would not have Admin access )
- Click Save
- Type the User's First Name in the field provided
The New User receives an email inviting them to Join their MinuteBox Team