You can manage users, the permissions, and add users easily from the "Manage Users" tab in the app. This article will explain to you step-by-step how to do so.
- From the Main screen, go to Company Settings → Manage Users.
- Click the red “Add user” button at the top right of the screen. You can add one or more users this way.
- Enter or copy-paste the email address(es) of the User(s) that you like to add. Optionally, you can add them to a meeting right away. You can add one or more Users at the same time.
- Choose whether you will send an invite right away or not by checking the box. You can send invites later by clicking the “Send Invite” button or invite multiple people with the “Bulk Invite” button at the top right.
- Finish it off by clicking “ Add user(s).
- Edit the name and user permission level by clicking the three dots next to the user name and choosing “Edit.”
- You can choose Admin, Supervisor, or Employee based on the permission level you wish to grant to every user.
Alternatively, you can add users from a meeting directly (for more information, see the Meeting Interface article):
- Add an Attendee within the meeting by clicking the Add Attendee button on the top left.
- Enter the email address in the text box. If the user has not been invited to the app yet, they will be prompted to click the link and join.
- Edit the first name, last name, and the user level as explained in step 6 above.
If you need to add a person that you do not want to have as a paid user in the App, but want them in for other reasons(such as having them in the Org chart) please follow the instructions from this video:
https://share.vidyard.com/watch/WVCw8XtS4PnDhhsUTCnDB5