Knowledgebase

How To Add a New User

To Do This:

In the Main Menu, head to the Admin section and select ‘Manage Users’.
Select ‘+ Add Account’.
Enter a First Name, Last Name and Email Address.
Select the Roles you’d like to assign to the user. (A detailed How To video about roles can be found in our Knowledgebase / YouTube Channel.)
Enter a Password and a Confirmed Password. This can be changed if needed.
Select a Licence. (If you need to add a Licence, please email support@businesspilot.co.uk) You can add a Purchase Order Limit if needed but this isn’t compulsory. Select Save once complete.

Thank you for watching our how-to video on How To Add a New User, for more information and access to our free trial please visit our website https://businesspilot.co.uk