How do I add a new user to my sub-account?

Created by Out Front CRM, Modified on Fri, May 23, 2025 at 4:04 PM by Out Front CRM

Overview:
To add a new user to your sub-account, follow these steps:


Steps to Add a New User:

  1. Navigate to ‘My Staff’ in Sub-account:

    • Go to Settings > My Staff within the sub-account.

  2. Click ‘Add User’:

    • Fill in the user’s details like name, email, and role.

  3. Assign Permissions:

    • Select the appropriate role for the user (Admin, User, etc.) and adjust their permissions if necessary.

  4. Save User:

    • Click Save to add the user to the sub-account.

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