Add a user to an account & send an invitation (Invites, Create User, Create Account)

Each account can have multiple users. 

To add a user to an account:

1. Select Accounts from the left menu
2. Click the Account Name where you would like to add the user
3. Select the Users tab
4. Click Add New User
5. Provide the user's:
   • First Name
   • Last Name
   • Email
     • Additional fields can be marked as Required in User Forms
6. Click Create New User

To send a user a secure invitation: 

1. Select Accounts from the left menu
2. Click the Account Name the user is associated with
3. Select the Users tab
4. Click Create Invite
5. Customize any text or landing pages
6. Click Send Secure Invite

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