To create a new user to add to an Organization, see Create a New User.
To add an existing user to an Organization, follow the steps below.

 

  1. In the navigation sidebar, go to User Management > Users
  2. Scroll, search, or filter to find the relevant user
  3. Select the user to open a preview*
  4. In the preview panel on the right, click View Details
  5. In the Overview tab, click the edit icon ✏️
  6. Scroll down to Business > Organization
  7. Choose from the dropdown list of Organizations, then click the save icon  💾 

 

 


*Shortcut: Click directly on user names to access their full details.