Add your team members
Give a colleague their own Esoft Platform account, choose their role, and decide what they can do.
All plans
2 min read
0:37 · CaptionsBefore you start
You need the Admin role.
Add a team member
1
Select Manage users, then Add new user.
2
Enter their name in Full name and their email address in User email.
3
Enter a password in Password and again in Re-type password.
4
Under Role, choose Admin or Member.
5
For a Member, choose what they’re allowed to do under User is allowed. See What each role can do.
6
Select Add user.
Choose a role, then what a Member is allowed to do.
Note
Admins have every permission, so the permission options disappear when you choose Admin.
What happens next
We don’t send an invitation email. Share the email address and password with your teammate, so they can sign in on the Esoft Platform sign-in page. They can then set their own password. See Change your password.