How to Add a New User

You can easily add a new user to your organisation within Everproof:

1. At the top of the page, click People
2. Click Create New Account
3. Enter the First Name, Last Name, Email Address (must be unique), and Role
4. Select whether the person should also be an Account Manager (having access to the whole organisation)
5. Select whether the person should be sent their login email (this can be sent later if needed)
6. Click Create Account
7. Click Search to see an updated list of users

Users will not receive automatic email alerts reminding them to set up their profile, but you can send/resend login emails at any time.

Note: If the email already exists, please reach out to [e-mail] to have the user account linked to your organisation. Include all information from #3 above.

Watch a video on how to do this here.