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How do I add a new user to Engage?

This article explains how to add users in Engage and adjust their permission levels.

1. Log into Engage 
  • Use your credentials to log in to the Engage platform. 
2. Navigate to the administration Menu
  • Click on the Administration tab in the left-hand menu
  • Select Team Users from the drop down menu 

How to Add a New User in Engage Admin Portal - Step 3 (1)

3. Add a New User 

  • Click on the +Add New User button in the upper right corner of the screen

How to Add a New User in Engage Admin Portal - Step 4

4. Fill out the User Form

  • Username: It is recommended but not required to use an email address to make logging in easy.
  • Role: Currently, the only available role option is Tenant Admin.
  • Permissions: Only the first Tenant Admin may grant additional permissions. They can check the boxes under “Permissions” to allow access to the following:
    • API Key Management: Allows access to the API Access tab, and ability to create and manage API keys if enabled.
    • Settings Management: Ability to edit the default Installation Settings.
    • Workplan Administration: Ability to create, review, and approve Workplans, and create Workplan tasks through the account's detail page.
    • Workplan Execution: Ability to complete and submit Workplans for review, and create Workplans to self-assign any unassigned Workplan tasks. Auto-enabled with the Workplan Administration permission.

5. Submit the Form 

  • After filling in the form, click the Submit button to save your changes. 
6. New User Login Instructions
  • The new user will receive an email with instructions on how to log in to Engage. Ensure they check their inbox and follow the provided instructions.