How to Add Users and Seats

Either adding a new seat or filling an existing seat are processes that can be completed from within the online admin portal.

Adding a New Seat

Most accounts have a set amount of seats to fill that was chosen to fit your current business needs and allows you to grow. If you have hit that limit, adding one to a couple additional seat is easy. If you need more than a couple seats, contact your account representative to confirm the best course of action.

1. Navigate to the Users page, following the instructions based on your Account View. 
   
   • • Legacy View: Navigate to the Users page under the Account drop down in the left navigation. If Departments are enable, expand the Department drop down or switch to the All Department.

       

     • Project View: Select Team in the left navigation.
2. Select Purchase Seats in the upper right corner of the page.
3. Type the number of seats you wish to add, or use the arrows, then complete each step to input your billing details.
4. Lastly, click Confirm Purchase at the bottom of the page.

Adding a User to an Open Seat

If your account already has an available seat to fill, assigning it to a user is simple.

1. Navigate to the Users page, following the instructions based on your Account View. 
   
   • • Legacy View: Navigate to the Users page under the Account drop down in the left navigation. If Departments are enable, expand the Department drop down or switch to the All Department.

       

     • Project View: Select Team in the left navigation.
2. Select the Add Users button in the upper right corner of the page. You can also select the Fill Seat link on a row labelled Open Seat.
3. Select a user role for the new user and fill in the rest of the fields with their information. If you want to set the user's password yourself, uncheck the box beside Send email to set password.
4. Assign forms to the new user by checking the box by the corresponding form. Or, check the box for Assign Form(s) to assign all forms in the account at once. Uncheck the box next to Send notification to user if they have new forms if you do not wish to send the notification.
5. Save.