How do I invite a new user to my Under account?

Discover the step-by-step process of inviting new users to your Under account.

To add a new user to your Under account, follow these steps:

  1. Access the Settings by clicking on your initials located at the bottom left of the sidebar.
  2. On the Settings page, navigate to the Users page, then click on the Invite New User button near the top right.
  3. A pop-out window called Invite Users will appear. Enter the email address of the user you want to invite.
  4. Select the starting role for the user from the available options.
  5. Click the plus button to add the user.
  6. If you need to invite another user, repeat steps 3 to 5.
  7. Once you have added all the necessary users, click Send Invite(s) to send the invitations.

In order to learn more about visibility within different user roles, please review the article linked below:

User Roles

Here is a short video that provides a clear explanation of the process mentioned above: