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How to Add a New User

review of adding new users in Square Takeoff

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Written by Square Takeoff
Updated over 4 months ago

Adding a New User:

Step 1: Navigate to User Management > User > Add New User.

Step 2: Fill out all required information.

Step 3: Select Save

Refer to the graphic below for a step-by-step guide.

Additional Information

  • The Username field must be a valid email address.

  • Select the appropriate Role Name based on the permission you want to grant this user.

When adding a new user, you can't send them an invitation directly. Instead, you'll need to set up the user with their email and password manually, and you'll be responsible for coordinating these login credentials with them externally via email or text.

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