Adding users is easy in One of the benefits of our software is the ease of use by team members, as well as the collaboration tools embedded everywhere throughout the system.

What is a User?
A User is anyone with a dedicated user login email address to the service. These Users can have multiple roles:

  • Admin
  • Manager
  • Team Member

Users have the ability to log in, update tasks, and work throughout the system anywhere you define. You can set up custom security permissions per User or per Role.

Adding Users
You can add a new user on the People page or in the Add button in the main navigation.

On the People page:

  • Click "Add Person"
  • Fill in all relevant information such as name, email address, etc.
  • Choose their Role
  • Click Save

Or, from the global Add button

  • Select Invite
  • Enter their name and email address
  • Select a role (by default, their role will be Team Member)

New users get a welcome email to the system when you invite them. They can then log in and begin contributing!

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