Add a user

SECURITY  Full Access or Team Access privileges in Workplace Manager

NAVIGATION   Access the client's Workplace Online > Team > Users > + Add a User button

You'll use this view to add users to your team one at a time. If you want to add several users at once, refer to Import users.

NOTE   To make adding users faster and more consistent, remember to Set Team Defaults in Workplace Manager.

How to...

  1. Go to Workplace Online > Team > Users.
  2. Click the + Add a User button.
  3. Complete the fields on the New User page as described in the table below:
Field Description
First Name/Last Name Enter the first and last name of the user.
Email Address Enter the email address of the user.
Phone Number Select a prefix, if necessary, then enter the user's phone number.
User Storage
(metered plans only)

Use the + and - icons to increase or decrease the amount of storage available to the user, or enter an amount manually. The default value for this field is 2GB.

The storage allocation cannot exceed the amount displayed in the Team Storage area to the right of this field.

Please note that any files stored within a project use the storage allocation of the project owner, regardless of who uploads the files.

For unlimited plans, this field displays the word Unlimited and cannot be edited.
Country Select the user's country.
Time Zone Select the user's time zone.
Additional Info Enter any additional information about the user. This information will be displayed on the User details and Edit a user pages.
User type Use the slider to select the appropriate user type. Your selection here will determine what the user can see and do in Workplace. For details, refer to User types.
  1. Click Save.
  1. Click the Edit Photo link. This will open the Update Photo popup window:

  2. Click Browse.
  3. Navigate to and select the image file you wish to use.
  4. Use the blue square on the image to adjust cropping. A preview appears on the right.

  5. Click Save.