Adding a New User to your Organization in MonkeyPod
In MonkeyPod, you can have an unlimited number of users to get your work done! Whether you need to add your accountant, your bookkeeper, a manager, or someone that is unique to your organization, MonkeyPod supports all types of users!
How do I add a New User to my MonkeyPod?
- The first decision when adding a user is what Roles and Permissions they're going to need.
- You should also think about whether the user needs access to sensitive information.
- Once these decisions have been made, you're ready to add the user.
How do I manage Users in my MonkeyPod?
To add a new user, select YOUR MONKEYPOD from the main navigation menu to expand the options. Select the option to "Manage Users" under Dashboard / Settings.
Here you will see the Users page, with tabs for Users, Roles, and Permissions. When adding a new user, make sure you are under the Users tab and select "Add a user account" to begin.
Next, you will enter the new user's name, and the email address they will use to log in to the system, as well as identify a user Role.
MonkeyPod provides some default roles, however, if you want to add your own roles make sure you visit our Roles and Permissions Article.
Once you select the checkmark, your user will be added! They will receive an invitation from MonkeyPod to activate their account and get started in their role in your organization.
Want more amazing video content? Check out our YouTube channel!