1. Overview
  2. Contacts/Database
  3. Create a user - Team Member

Create a user - Team Member

Users can either be team members in your account, or members in a membership.

Navigate to the Contacts/Database.

Click on "Create Contact/User".

Make sure you click on "Create User" at the top of the popup.

Which site will this user login on? Current site.

Which system can this user access? Current System.

Role - Beyond the scope of this article, but roles control the level of access that you team members have to your platform. It's a good idea to have different levels of access, as you don't want a part time employee having the keys to the kingdom so to speak. 


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