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March 28, 2024
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by CaseActive Team

In this article, you will receive detailed instructions on adding a user to your app

1.1 First of all, go to the dashboard of your account via www.account.caseactive.com/apps 

1.2 From here, click on the Admin button of the app to which you want to add new users.

1.3 After clicking on Admin, the dashboard of that particular App will be displayed on your screen.

1.3.1 Click on the Users button from the top panel of the dashboard.

1.4 Now, on the next screen, you will see the + New button near the top left corner of the page. Click on it to start adding new users.

1.5 Enter the user’s email address along with first and last name. Then press save

1.6 You can provide detailed information about the user by clicking:

      1.6.1 Drop-down arrow in front of the user name under the Action section.

      1.6.2 Click Edit user

      1.6.3 Now, enter all the necessary information about the selected user.

      1.11.4 Now Press Save

Note: You can add users individually, as explained above, or through bulk intake via forms. Click here to learn more.

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