This guide describes how to add and manage users in the organizations connected to the Client Manager. To manage and add administrators in the Client Manager, follow the guide 'Add Administrator in Client Manager'.
Add user
The "Users" tab in the left menu shows all connected users to the organization(s) administered by this Client Manager. To invite users, click the "Invite user" button.
From here, it is possible to invite a user to one or more organizations.
- Select an organization or organizations from the list
- Fill in user details
- Set the role the user should have. If two or more organizations are selected, you can set different roles for the various organizations.
- Invite the user by clicking "Invite"
- See all new memberships in the list below
- Fill in the new information to invite more users