Adding a User

How do I add a new user?

To add a new user to your account, navigate to the settings menu and open User Management.

On the User Management page, you will see the yellow "Add New User" box on the right-hand side. Click here to add your new user's details.

You will need to provide the new user's name and email address. At the bottom, there is a toggle where you can set the user as an admin, a user manager or billing manager if so desired.

Read more about the User Manager and Billing Manager roles here.

Once you have entered all the required information click 'Add' to create the new user's account.

The new user will then receive a welcome email from Sontai, with a follow-up email to set their password.

They will also receive further emails with some links to our knowledge base on how to get started with their reports.

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