When creating new users, you will need to fill in some general information and add them to a team with the applicable role to provide them access to the platform.
In addition to platform roles, you can also choose to assign a job title to a user. You can read more here about the difference between roles and job titles.
A user can be part of multiple teams with different roles and job titles assigned in each team.
Create New Users
Click User Management in the main menu
Select Users
Click the "+" button
Enter User details (Full Name & Email), then click NEXT
Select the Team to which you want to add this user
Select the Role the user should have in this Team
Optional: Select the Job Title the user should have in this Team
Click CREATE & INVITE USER
👣 Follow the step-by-step instructions in SwipeGuide
Add Users to Teams
Click User Management in the main menu
Select Teams
Click on the Team you want to manage
Go to the Users tab
Click Add another user
Select the User from the drop-down list
Select the Role the user should have in this Team
Optional: Select the Job Title the user should have in this Team
Click ADD TO TEAM
👣 Follow the step-by-step instructions in SwipeGuide
