Overview

This article provides a step-by-step guide on adding an individual user to PostBeyond, which is particularly useful for integrating new employees into the platform. It covers the process from selecting the 'Team' option in the main menu to filling in the user's details and finalizing the addition with the "Add New User" button. Differences for those with 'Home Groups' enabled are also noted.

Information

Learn how to add a user to PostBeyond. In this article, you will learn how to add an individual user to the platform. This method is useful for one-off additions such as a new employee.

For those who have Home Groups enabled, please note that there will be some differences.

Step 1: Select 'Team'

Begin by selecting the 'Team' option from the main menu to proceed with the process.

Step 2: Select 'Add individual user'

Step 3: Fill in the information about the new user

At this stage, you will need to provide details for the new user account. Ensure all required fields are completed accurately.

Step 4: Select "Add New User"

To add a new user to the system, you will need to select the "Add New User" option. This action will typically be found in the user management section of the system you are using.

You did it!

You can also invite users to the platform in bulk as well as via email invite.

Helpful Resources

Here are some resources to help you get started and make the most of your PostBeyond experience.

FAQ

What is the first step in adding an individual user to PostBeyond?

The first step is to select the 'Team' option from the main menu.

What should I do if I have 'Home Groups' enabled?

Please note that there will be some differences in the process if you have 'Home Groups' enabled, although the article does not specify what these differences are.

Can I add multiple users at once to PostBeyond?

Yes, the article mentions that you can invite users to the platform in bulk as well as via email invite.

Who should I contact if I need assistance with adding a user to PostBeyond?

For assistance, you can contact support at support@postbeyond.com.