Add Users

Adding new users to your platform is a crucial step in managing and expanding your team's capabilities. In this guide, we'll walk you through the steps to add users, set up their permissions, and invite them to join, making it easy for you to maintain a well-organized and secure environment. Scroll down for step-by-step instructions or view the short tutorial video below.

Add a User

• Navigate to your settings by clicking on the settings gear icon in the top-right corner.  
• Under the Users Tab, you'll find your list of current Users.
• Click Add New to add a new user. 

• Enter your new user's first name, last name and email. 
• Additionally you will need to select the user's security access.
  • Full Access:  Grants complete access to the system excluding, Stripe and PayPal account management. 

  • Manage Funding: Allows the user to set up and edit Stripe and PayPal permissions.

  • Guest Check-In Only: Allows the user to only check in guests for events without editing contact information. 

  • Custom Access: Allows you to tailor the access permissions based on your specific needs. 
  • For more information on security section, see here.

• Once you've set up the user's access level, click Add User and Send Invite. 
  • This will send an email to the new user with a link to set up their username and password. 
    • Note: The link is valid for only 24 hours. 
    • Note: The email could be filtered into the User's junk/spam folder. 
• Additionally, you can add the user and send the invite later when you're ready. 

• If the new user doesn't create their username and password within 24 hours, you can easily resend the invitation by selecting the arrow next to their name and clicking Re-send Invite.

• To delete a user, simply select the arrow next to their name and choose Delete User.

• That's it. You've successfully invited a new user to your BetterUnite account!

Need Additional Help?

We're here to assist you in any way we can. Don't hesitate to reach out to support@betterunite.com

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