How To: Add Users

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Adding additional users to an organization in Anvil.

Summary

You can add more users to your organization from the Anvil Organization Settings Page. This post explores how to invite users.

Instructions on how to navigate to the Organization Settings Page →

Add the User

  1. Notice the ORG SETTINGS column on the lefthand side of the page. You should be already on the General tab.
  2. Find the "add user" blue button on the Organizations Users card and click it.

Organization Settings Page

  1. Enter the new users Name, Email and Organization Role. The Organization Role can be either Member or Admin. Admins have the ability to manage organization level settings such as user management, integrations, etc. Members do not have these permissions.

Add New User Modal

  1. On success, you will see the newly invited user in the Organization Users card. The invited user will recieve an email with steps to create an Anvil account (if an account doesn't already exist).

Invited User Card

Note

Did you know users can be apart of multiple organizations?

How To: Navigate to the Organization Settings Page →
How To: Connect and Setup Salesforce →
How To: Connect DocuSign for Signatures →
How To: Connect Dropbox →
How To: Disconnect DocuSign →
How To: Disconnect Dropbox →
How To: Disconnect Redtail →
How To: Disconnect Salesforce →
How To: Remove Users →

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