Managing your team's access includes the ability to add new users and customize their settings. Before adding users, check if your account has enough available seats in your subscription plan. Follow these steps to learn how to add users, configure their permissions, and ensure your team has the access they need.
Check for seat availability
If you have reached the maximum number of users allowed in your account, you will see a notification indicating that you've reached your user limit.
To proceed, you may need to purchase additional seats by adjusting your subscription in the Billing section of the Portal.
New users added during the billing cycle will be prorated.
Warning
You will need to be an Admin in order to view the Billing sections of the Portal.
How to add users
To add users, you will need to follow these steps:
Navigate to the users page
In the Portal, go to Team > My Users > Users on the left-hand menu.
On the Users page, select the New User button in the top-right corner.
Enter user details
In the General tab of the New User window, provide the following information:
Email Address
First and Last Name
Adjust additional settings (optional)
Explore the other tabs in the New User window to configure:
Security settings
User roles and permissions
Assigned libraries
Assigned groups
