How to Add Users

  • Updated

Follow the steps below to add Users to Postal.

 

  1. Navigate to your Profile by clicking on your name in the top right
  2. Find Profile Settings on the left then select Users
  3. Select Invite User in the top right corner
  4. Invite a new user by filling out their email, assigning them a team, and choosing which role(s) they will receive


Screenshot 2023-05-22 at 8.15.59 AM.png
 

Learn more about roles and permission levels here.
 

Once the Admin invites the User, the User can log in and go between the account(s) that they are granted access to.

Granting Access to Inactive Users

 

  1. Select your name in the top right and select Users from the Profile Settings section


  2. Select Inactive Users


  3. Search for the inactive user(s) you wish to update
  4. Select "No Access" next to their name in the Roles column


  5. Add the Team and Role. Finally, click Update Roles


    Note: if you do not wish your user to be alerted to their access to Postal, then leave the Send User Email box unchecked.
     


Learn more about adding teams by checking out our How to Add Teams article.

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