How to Add Users

Before you start

You need a role to assign to the new user. Create the role first if one does not exist yet.

Factor Users are your own staff. Company Users are client-side logins and are managed on their own tab.

Add the user

  1. Click Settings in the bottom-left corner.
  2. Open the Factor Users tab, then select Users.
  3. Click Add User in the top-right corner.

 

  1. Enter the user's email address.

Entering the user's email address

  1. If the address is not already in the system, more fields appear. Complete them, choose the Role, and click Add.

Additional fields shown for a new user

Related articles

  • How to Create User Roles
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