Customers - How to add a user

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.