To manage users in your account, follow these steps:
Navigate to Account Settings (the gear symbol in the top right corner).
Click on the Team tab.
From here, you can add new users, manage existing ones, and adjust permissions to ensure the right team members have access to the right tools.
Adding a New User
To invite a new user to your account:
Go to Account Settings (gear icon in the top left of your dashboard) and select Team.
Click on Add New User.
Enter the business email address of the person you want to invite.
Click Find User - the system will check if the user is already registered.
Click Add New User to send the invitation.
An email invitation will be sent to the user. They must accept it to gain access to the account.
Managing Invitations
You can track user invitation statuses and take action if needed:
Checking Invitation Status
Pending and expired invitations appear at the top of the Team page.
Once accepted, the user will move to the active user list.
Revoke an Invitation (cancel an unused invite)
Click the three-dot menu next to the user.
Select Revoke Invitation.
Resend an Invitation (if the user didn’t receive it)
Click the three-dot menu next to the user.
Select Resend Invitation.