Managing your team’s access is simple with the ability to add new users and customize their settings. Before adding users, check if your account has enough available seats in your subscription plan. Follow the steps below to learn how to add users, configure their permissions, and ensure your team has the access they need.
In this article
Check for Seat Availability
- If you have reached the maximum number of users allowed in your account, you will see a notification indicating that you've reached your user limit.
- To proceed, you may need to purchase additional seats by adjusting your subscription in the Billing section of the Portal.
- New users added during the billing cycle will be proratedYou will need to be an Admin in order to view the Billing sections of the Portal.
How To Add Users:
To add users, you will need to follow these steps:
1. Navigate to the Users Page
- In the Portal, go to Team > My Users > Users on the left-hand menu.
- On the Users page, click the New User button in the top-right corner.
2. Enter User Details
- In the General tab of the New User window, provide the following information:
- Email Address
- First and Last Name
3. Adjust Additional Settings (Optional)
- Explore the other tabs in the New User window to configure:
- Security settings
- User roles and permissions
- Assigned libraries
- Assigned groups