How to add a new user? | Slickplan Help

Name: How to add a new user?
Uploaded: 2021-01-18
Duration: T40S

How to add a new user?

To add a new user, click Team from the dashboard menu.
Click the New user button on the top right.
In the modal window enter the user’s:
1. First name
2. Last name
3. Email address
4. Password (optionally)
You can also enable a few additional permissions:
1. Allow creating new projects
2. Allow viewing all files
3. Allow viewing invoice history
To make the user an Administrator, toggle the switch from Regular to Administrator and optionally add permissions:
1. Allow Changing Payment Settings – when checked this user will be able to view/edit payment details as well as changing the plan.
2. Allow Viewing Invoice History – when checked this user will be able to view invoices.
When completed, click Add New User. The new user will show up in the Team panel.
By default, users will receive a password in the invitation email. You can change that by customizing the message templates.
If you have added a new user and they have not received the invitation email, visit Why aren’t the people I invited getting system emails?