How Do I Add A New User In My Account?

In your Planning Pod account, you can add as many users as you need. Adding a user is simple and the steps are the same- whether you are adding an employee, a vendor, or a client. Be sure to check out your User Access & Permissions Settings to make sure your user groups are set up how you'd like!

How to Add a New User: 

• To add a new user to your account, first you'll want to make sure you've added them as a contact in your account! You can do so in the Contact tab on the left side navigation bar.
  
  
• Once you've added them as a contact, you can click into their contact card, click the edit button next to User Access, and decide which user group you'd like to add them to! Once you hit save, an email will automatically send to them inviting them to collaborate in Planning Pod. 
  
  
• Your new user will get an email from you. They will be able to set up their username and password. Once they set that up, they will be able to log in and view the items in their account.

Need additional help? Here's a video to walk you through this as well! 

Client not getting your "invite to collaborate" email? Not sure on what user access to give them? Feel free to reach out to our support team to see how we can assist!