Slickplan Help Account Management Users & Roles

How to add a new user

How to add a new user

  1. To add a new user, open the Team panel at the top of your Slickplan dashboard.
  2. opening the team panel

  3. Click the New User button on the top right of the Team panel.
  4. add user button

  5. Within the Add User modal window, enter the user name, email address, and optionally a password.
  6. filling out new user form

  7. To make the user an Administrator, toggle the switch from Regular to Administrator and optionally add permissions:

    Allow Changing Payment Settings – when checked this user will be able to view/edit payment details as well as changing the plan.

    Allow Viewing Invoice History – when checked this user will be able to view invoices.

  8. granting admin permissions

  9. When completed, click Add New User. The new user will show up in the Team panel.
  10. confirming adding new user

If you have added a new user and they have not received the invitation email, please visit Why aren’t the people I invited getting system emails?
If you have any additional questions about team members in Slickplan, please don’t hesitate to contact our support team. We’re always happy to help!