- Concord Support Center
- Adding Users & User Roles
- Administration
-
Getting started
-
Reports
-
Integrations
-
Data & Analytics
-
Adding Users & User Roles
-
Product Updates & Enhancements
-
Collaboration & E-Signature
-
Users and Sharing
-
Billing and Subscriptions
-
Managing Your Preferences
-
Single Sign-On & Login Integrations
-
Documents & Contracts
-
Collaboration Functionality
-
Templates
-
Approval Workflows
-
Account Settings
-
Concord API
-
Salesforce Integration
-
Managing Your Documents
Adding Users to Your Account
Note: Only Administrators and Team Managers can invite users and configure user roles.
How to add users to your account
- From the Homepage, select the gear icon at the bottom left-hand corner.
- On the Personal information page, click Users from the left-hand menu.
- From the User management screen, click the Add User button.
- Enter the user's email in the first field. Enter multiple email addresses separated by commas to invite multiple users at once.
- Select the Send button, and users will receive an email invitation to join the Concord company account.
Companies using Single Sign-On (SSO) must also add those users to their internal Single Sign-on approved list.