If you are an administrator, you can add new users to a client group.
To view a video on adding a new user, refer to Training Videos.
Click Person Icon
If you have access to more than one context, click the person icon on the navigation bar [1], and choose a Context [2]. See Context Switching for more information on contexts.
Click Globe Icon
Click the Globe icon on the navigation bar [1], and choose a workspace [2].
Select Users Panel
Click the Users panel [1] to see a list of current users. Click Add User [2].
Enter User Information
Enter the user’s email address and click Continue.
Enter a First Name and a Last Name for the user. You may also enter or select other information, which is optional.
Click Continue. The next step is to Assign Roles & Permissions for the user.