This article will detail how to add new users. For help removing users, please click here.
Adding a New User
- Navigate to the User Settings tab on the left navigation bar and scroll to the bottom of the page where the Add New User button exists.
- Select Add New User
- You’ll be brought to the Invite New User page. Here, select the user permissions for the new user (either Interviewer, Organizer or Administrator).
- Once the user permissions are selected, click Next to generate a custom invitation link.
- Copy and paste this link in an email, text or personal message to the intended new user, then select Done.
Once the new user opens this link and sets up their Convey for Scheduling account, they will appear in the Users list.
Here’s a quick walk through of that process creating an Organizer user: