If you would like to add a new user please navigate to the users page, click “+ Add user”
Specify the user's information, fields with a * are mandatory:
Name* - Users name
Email* - Users email, this is used for platform login
Company - Users company name
Phone number - Users Phone Number
Currency - This specifies the users default currency
User Role* - See below
Click "Create"
You can sort the Users page by Name, Email, and Signed Up columns, click on the arrows to the right of each column in order to sort
User Roles
There are various types of user roles in the platform, each having variations of access and reporting views.
Admin - These are for platform administrators. Internal users who are able create, and modify all fields in the platform
Partner - These users can only see their information and offers/deals assigned to them by an admin.