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
- Click Settings in the bottom-left corner.
- Open the Factor Users tab, then select Users.
- Click Add User in the top-right corner.
1 Settings · 2 Factor Users · 3 Users · 4 Add User
- Enter the user's email address.
- If the address is not already in the system, more fields appear. Complete them, choose the Role, and click Add.
1 Email Address · 2 First Name and Last Name · 3 Role · 4 Password and Confirm Password · 5 Add