Go to Manage → Users and click Create User. Enter their name and email and save — they're added as an Editor (Limited Access) by default. To make them an Administrator, use Make Admin on the user's row after creation. To configure exactly what an Editor can do, set their Permissions afterwards on the Permissions screen.

Before you start

  • You need to be the Owner or a Privileged Administrator.
  • Decide whether the person should be a User (logs in and operates the workspace) or a Contact (only receives reminders). Users consume a seat against your plan; contacts don't. The same person can be both. See Contacts vs Users.
  • Check available seats on the Users x/y indicator at the top of Manage → Users.

Steps

  1. Go to Manage → Users.
  2. Click Create User.
  3. Enter the user's:
    • First name and Last name
    • Email address (this will be their login)
  4. Save.

The user receives an invitation email to set up their access. They are created as an Editor (Limited Access).

After creating: choose role and permissions

By default a new user is an Editor with limited access. Two follow-up actions tune what they can do:

  • Make them an Administrator — from the user's row ⋯ menu, choose Make Admin. This grants them admin-style access (treated as Privileged Administrator). To reverse it later, use Remove Admin.
  • Adjust Editor permissions — open the user and go to the Permissions screen. There you grant or revoke specific capabilities per area (Explorer, contacts, settings, departments, etc.). See Users, Roles & Permissions.

What happens next

  • The new user appears in Manage → Users with their verified state.
  • They count against your user/seat limit immediately.
  • The invitation verification link expires after 24 hours — resend if needed.
  • A brand-new user has minimal Editor access by default until you adjust their permissions.

Edge cases & gotchas

  • No role picker at create time. You don't choose Administrator vs Editor on the create form — adjustments happen via Make Admin and the Permissions screen after creation.
  • Don't add clients as Users. A User consumes a paid seat. If the person only needs to receive reminders, add them as a Contact.
  • Cross-company. Companies are standalone workspaces. Only the account Owner can create additional companies and add users to each.
  • Seat capacity. If you're at your user limit, free a seat by removing an unused user or buy a user add-on under My Subscription.

Related questions

  • How do I add someone to my team? Manage → Users → Create User → name + email → save. They start as Editor; use Make Admin or set permissions to adjust.
  • Why isn't there a role picker? Roles are assigned after creation using Make Admin / Remove Admin and the Permissions screen.
  • The user didn't get their invitation. The 24-hour verification link may have expired — resend it. Also check spam.
  • How many users can I have? Up to your plan limit (visible as "Users x/y" in Manage → Users), increasable with user add-ons in My Subscription.

Related articles

Contacts vs Users · Users, Roles & Permissions · Change a user's role · Remove a user · My Subscription