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    How Do I Add Additional Users?

    A Pro member can add additional users (employees, team-mates, practice partners, staff) after purchasing their own membership. Clients or contacts do not count as additional users for your account- you can have an unlimited number of clients.

    All users in the organization benefit from common branding, uniform compliance settings, and unified billing. You can assign different permissions to each user to delegate responsibility. You may give up your administrator permissions after assigning at least one other user as an administrator.

    To add users, first purchase your own membership if you haven’t already: go to your Settings page, click Membership, and then click “Purchase.” Select your billing cycle, enter your card details, and click “Pay Now.” Then, enter region information as prompted, and click Continue.

    After that, follow the steps in this article.

    For more details on adding users and organization setup, customizing branding or compliance, and user permissions, see: Team or Organizational Account Setup.

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