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How do I add a User When I am Part of a Chain?
How do I add a User When I am Part of a Chain?

Adding a User when we we have multiple Organizations- Why can't I add a User to my Chain

Updated over 2 weeks ago

A Chain Admin can manage Users across all Organizations within the Chain Dashboard. From here it is possible to add a new user, or modify an existing user - including changing their Organization Access & giving them Chain Admin privileges.

Add a New User

  1. Click Settings

  2. Select Chain from the dropdown at the top of the page

  3. Click Users & Roles

  4. Click + New User

  5. Input the Users details

    1. First Name (required)

    2. Last Name (required)

    3. Email (required - this is used to log in)

    4. Job Title

    5. Phone Number

    6. Mobile Number

  6. Click Next

  7. Optional: check the box for Chain Admin (This will give the user permissions that impact all Organizations within the Chain)

  8. Click + Add Organization & select the Organization & Role

  9. Click Apply

  10. Optional: repeat steps 9 & 10 for additional Organizations.

Add an Existing User to a New Organization

  1. Click Settings

  2. Select Chain from the dropdown at the top of the page

  3. Click Users & Roles

  4. Hover over the user & Click Edit

  5. Click Add Organization

  6. Select the Organization & Role

  7. Click Apply

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