1. Add Sub-User: Begin by entering the user's information and assigning roles. If you need a refresher on roles, read Understanding Roles.

2. Sub-User Account Setup: After adding the user, they will receive an email, inviting them activate their account.

3. Password Creation: Once the user selects the invite link, they will setup their new password and complete onboarding

4. Complete training: To enhance their understanding of our app, we recommend having new users learn the app with one of the following tools:

📚 Knowledge Base Articles: Find answers to specific feature questions anytime in our Knowledge Base so you can start learning new tools today.

🎥 YouTube Videos: Get quick wins fast with short videos you can watch anytime and apply right away.

📅 Live Trainings: Join interactive sessions every Tuesday and Thursday, including Mobile Foundation Training for field users and Browser Foundation Training for office/account managers.