How to Add Users and Seats

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Adding New Seats

  1. From the left navigation, expand the Account drop down and select Users.
  2. Select Purchase Seats in the upper right corner of the page.Account_Users_Purchase Seats.png
  3. Type the number of seats you wish to add, or use the arrows, then complete each step to input your billing details.Account_Purchase GoCanvas.png
  4. Lastly, click Confirm Purchase at the bottom of the page.Account_Purchase GoCanvas_Confirm Purchase.png

Adding a User to an Open Seat

  1. From the left navigation, expand the Account drop down and select Users.
  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.Account_Users_Add Users.pngAccount_Users_Fill Seat.png
  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.Account_New User Info.png
  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.Account_Add Users_Assign Form(s).png

Note

If you don't specify a password, the user will be sent an email asking them to reset their password.

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