Add a User to Organization & Assign Licenses

This document shows you how to add users to your organization and assign them licenses.

requirements

You must be assigned the Account Admin role to perform these actions. Learn more about roles and permissions or how to assign an Account Admin here.

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note

A user can only belong to one Organization but can work across Projects or other Organizations as needed. See About new Users for more information.

Add users to an Organization

1. Go to Admin Settings. (You can find Admin Settings at the upper right corner of the page).

2. Click Org > User Management tab. The user directory appears with all users in a list.

3. Click + Add user. The Add Users dialog box appears.

   

4. Input the email addresses of the Users you would like to invite.

   • Separate entries by pressing space or enter.
   • You can copy-paste email entries.

Assign licenses during user invitation

5. Select the licenses you want to assign by checking the boxes.

   The license source in the dropdown indicates where the licenses are available within the Account.
   

6. (Optional) Select the Organization you would like these Users to belong to.
7. (Optional) Select the Project you would like these Users to work on.
8. Click Add to proceed.

Assign licenses after invitation

If the user is already existing in your account:

1. Go to Admin Settings. (You can find Admin Settings at the upper right corner of the page).
2. Click Org > User Management tab. The user directory appears with all users in a list.
   
3. Locate the user you want to assign a license to and open their detail page.
4. Click Change next to the license type.
5. Select a license source from the available pools in your Account.