Cybervergent
Users & Roles

Add a user

On the Users tab, add a user, enter their profile, choose their permissions, set their status, and submit.

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Add a user

Overview

Invite a team member through the profile, permissions, and review steps.

Step-by-step

  1. 1 In the left sidebar, open 'Account' and click 'Users' (this opens /settings?t=users; admin only).
  2. 2 Click 'Add User'.
  3. 3 On the Profile step, enter the full name, position, phone number, and email. Assign a business unit and supervisor if shown. Click 'Next'.
  4. 4 On the Permissions step, select the permission checkboxes for the user. Read the note about Admin and Super Admin scope. Click 'Next'.
  5. 5 On the Review step, confirm the details and set the status to 'Active'.
  6. 6 Click 'Submit'. The user is created and appears in the users table.
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