Customers - How to add a user
0 min
adding a user is a straightforward process within the customer view here's how you can do it 1\ access the customer view start by navigating to the customer view where you manage company related details 2\ select the company find and select the specific company you want to add a user to from the company tab 3\ enter portal view inside the company's view, locate the "display in portal" option 4\ access settings in the portal view, find the "settings" tab 5\ invite the user click on the "invite" button and provide the necessary details for the user you wish to add 6\ send the invite after filling out the user's information, hit the "send an invite" button that's it! you've successfully added a new user to the company this streamlined process ensures that you can quickly expand your team and grant access to the necessary resources