- Concord Support Center
- Adding Users & User Roles
- Administration
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FAQs
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Getting started
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Reports
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Integrations
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Data & Analytics
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Adding Users & User Roles
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Product Updates & Enhancements
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Collaboration & E-Signature
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Users and Sharing
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Billing and Subscriptions
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Managing Your Preferences
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Single Sign-On & Login Integrations
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Documents & Contracts
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Collaboration Functionality
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Templates
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Approval Workflows
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Account Settings
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Concord API
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Salesforce Integration
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Managing Your Documents
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Automation Workflows
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.