Adding a User

Adding a user to a company account is performed at the Account level, while adding a user to a project is carried out at the Project level. The operation is executed through the navigation menu: depending on the context, either the Account Admin or Project Admin module is selected. In the View Manager, the corresponding section is opened — Account Members or Project Members.

Account Admin → Account Members

Project Admin → Project Members

Editing mode is activated using the Edit button in the toolbar located in the top-right corner of the screen.

Once editing mode is enabled, a menu appears in the left section of the panel with a «+» button available for creating a new entry.

In the newly displayed row, the user's email address is entered, followed by another click on the «+» button.

Next, the user’s First Name and Last Name are entered.

The role is assigned by double-clicking the cell in the Roles column.

In the opened window, a role is selected, and the changes are saved by clicking Save.

To link the account, the Add button at the bottom of the window is used.