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How to Add a New User to Your Account

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Written by Ronnie Tallman

You can invite additional team members to access and manage your company's ContractorXchange account.

Steps to Add a New User

  1. Go to Edit My Account and select the Users tab.

  2. Click + Invite User.

  3. Enter the new user's Name and Email Address.

  4. Select the appropriate Role from the dropdown menu.

    1. Choose Standard or Administrator.

  5. Click Send Invitation.

  6. The new user will receive an email invitation to join your company's account and set their password.

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