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  3. Setting Up Your Custom Roles, Permissions and Users

Adding a New User and Assigning Roles

You can add as many users to your account as you want. To add new users, you may follow the following steps;

  1. Inside your dashboard, select the sub-tab Users, under Teams, from the left menu panel.
  2. Now click on, Add member.
     User interface of the Teams
  3. Fill out the name and the email id of the concerned member in the respective column.
    Adding name and email id of the members
  4. After completing the above step, click on the workspaces under workspace and roles. From the drop-down menu, select the workspace for the added member; there will be a list of roles available for that workspace; determine the relevant role for that member.
    workspace to add the memberRoles of the member

Note: You can change the members' roles at any given time, and you can also add them to the new workspaces in the future; these changes are accessible in the workspace and roles section in the Users sub-tab.