Adding New Users to Your Dashboard

Why Add Users?

Sharing passwords is insecure. Instead, create individual accounts for your staff or developers so you can control their permissions.

Steps to Add a User

1. Log in to the Client Portal.
2. Go to Hello, [Name]! > User Management.
3. Click Invite New User.
4. Enter their email address and select the permissions they need (e.g., View & Pay Invoices, Support Only).
5. Send Invite.