In this article, you will learn to create users in Workfacta.
Step 1 - Navigate to 'Setup'
Click on 'Setup' located in the left-hand menu.
Next, select the “Users” tab at the top of the page and then click on the "Add User" button.
Step 2 - Provide Details
Provide user information including a position description, first name, last name, an email address, and a password for your new user. The user will be asked to create their own password at their first login, once they receive the invitation.
Select which team(s) the user belongs to, and which one is the primary team. By default, there is a Management Team, and you can edit the team name or create new teams.
After you have filled in all these details, save and the team member will receive an invitation to log in. Once they have accepted the invitation, you will have successfully created your new user!
What's next -