🔐 How to Create a New User in the People Tab

Welcome! In this guide, you'll learn how to create a new user in the People Tab under Company Settings. Whether you're adding one user or many, the process is simple and flexible. Let’s walk through it step by step! 👇

  1. 1. ✅ Step 1: Go to the People Tab

    1. Head to Company Settings.

    2. Click the People tab.

    3. Then click the Create User button.

    💡 This is your central hub for managing all team users.

    ✅ Step 1: Go to the People Tab

  2. 2. 👤 Step 2: Add User Emails

    You’ll now be prompted to enter the email address(s) of the new user(s).

    • Type the first email and press Enter, and it’s added automatically.

    • Enter more, one at a time, if needed.

    • Or upload a CSV file to add multiple users in bulk.

    ⏱ Bulk uploads are ideal for onboarding whole teams fast!

    👤 Step 2: Add User Emails

  3. 3. 🔑 Step 3: Set User Permissions

    After clicking Next, it’s time to choose how you'll assign access permissions. You have 3 options:

    1. Start from Scratch

    Create a brand-new custom permission set, unique to this user.

    2. Start with a Template

    Use a preset or copy another user’s permissions from the dropdown.

    3. Make System Admin

    Grants the user full, unrestricted access to everything. Use with caution! 🚨

    👀 Want to customize later? Templates are fully editable for each team.

    🔑 Step 3: Set User Permissions

  4. 4. 🧩 Step 4: Customize Permissions

    You’ll now see a permissions panel with expandable sections. You can check a box to auto-expand all options for easy review.

    Permission Categories:

    • 📁 Project

    • 🏢 Company

    • 👤 Contact

    • 🛠 Project Management

    • 📊 Reporting

    • 🔄 ERP Integration (if enabled)

    • ⚙ Company Settings

    • 🧑‍🤝‍🧑 Enterprise Access (for enterprise users)

    🧩 Step 4: Customize Permissions

  5. 5. 🛠️ Step 5: Set Access Levels

    Each section offers the following permission types:

    ActionOptions AvailableViewAll, Assigned, Assigned to Reports, NoneEditAll, Assigned, Assigned to Reports, NoneDeleteAll, Assigned, Assigned to Reports, NoneExportAll, None

    ✨ Example: If you want a user to only view their own projects and not edit them, assign View > Assigned and leave Edit as None.

    🛠️ Step 5: Set Access Levels

  6. 6. 📈 ERP Integration (If applicable)

    Control what actions a user can perform with your connected ERP system:

    • Connect – Link records to ERP

    • Update – Modify synced data

    • Sync – Manually push/pull data

    Mix and match permissions based on the user’s responsibilities!

    📈 ERP Integration (If applicable)

  7. 7. ⚙️ Company Settings Access

    You can give users access to specific sections of your settings area. Example sections:

    • Project Data

    • Required Fields

    • Sales Activities

    Just check the relevant boxes to tailor access precisely. 🔍

    ⚙️ Company Settings Access

  8. 8. 🌐 Enterprise Access

    For enterprise accounts:

    • Check the box to give the user access to all teams.

    • Leave unchecked to limit them to their assigned team only.

    🎯 Helps enterprise orgs control visibility across departments.

    🌐 Enterprise Access

  9. 9. 🔎 Step 8: Final Review & Confirmation

    Once you've made your selections:

    1. Click Next.

    2. Review the summary screen.

    3. Click Create to finalize the user setup.

    🔎 Step 8: Final Review & Confirmation

  10. 10. 📌 After the User is Created

    • You can now search for the user by their email in the People tab.

    • Their role will show as “Custom” if you built a unique permission set — a quick way to verify correct setup.

    📌 After the User is Created

  11. 11. 🕒 What if I didn’t send the invite?

    You’ll see a “Pending Invite” label at the top of the user’s profile.
    Click “Resend Invite” to send the access email when ready.

    🕒 What if I didn’t send the invite?

  12. 12. 🏁 That’s it!

    You've successfully added a user, customized their access, assigned them to teams, and chosen when they’ll be invited.