In order to be able to add new users to your organisation, you will have to be a Super Admin User. You can also add new users as a Team Admin but can only add users to your own team.
Watch a video explaining how to add a new user to the portal
Below are the steps on how to add a new user to the portal:
- Login to RefNow.
- Click Account -> Settings > Users and Teams.
- Click the Create New User button.
- Enter the Name and Email address for the user and select the correct Team and User Role for this user.
- Click the Add User button.
The new user will receive an email which they need to click a link in order to finish setting up their account by creating a unique password. Once they've done that, they will have access to the account and will be able to begin using it.