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How to Add Users to Your Investorlift Account

  • August 30, 2023
  • 1 reply
  • 699 views
How to Add Users to Your Investorlift Account
Silvia Gonzalez
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Easily invite team members, assign roles, and manage user access from your Admin dashboard in just a few clicks. Follow the steps below to create user profiles for each member of your team.

 

Step-by-Step Instructions for Adding a User

 

1. Log In to the Admin Dashboard

 

2. Navigate to the Users Section

  • From the left-hand sidebar, click on Users.

 

 

3. Click on Create User

  • This will open a form where you can input the new user’s details.

 

 

4. Fill Out the New User Information

Ensure all fields are completed accurately:

  • Full Name – Enter the user's first and last name.

  • Email – Provide a valid email address.

  • Role – Select one of the following roles:

    • Administrator

    • Acquisitions

    • Dispositions

  • Password – Set an initial password.

 

💡 Tip: Choose a simple, temporary password. Once the user logs in and sets up their profile, they can reset their password to something secure and memorable.

 

5. Click Create New User

  • The new teammate will now have access based on the role you assigned.

 

 

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1 reply

  • New Member
  • December 28, 2023

Wonderfulia, Silvia ! 😊