How to add users manually

1. Log in to the Admin panel

   • Access the Admin panel at admin.cosafe.com.

2. Navigate to the users tab

   • Click on the "Users" tab to view the list of current users.

3. Add a new user

   • Click on the "Add User" button.

4. Enter user details

   • Fill in the user's information, including:
     • Name: Full name of the user.
     • Primary phone number: Primary contact number (optional).
     • Secondary phone number: Additional contact number (optional).
     • Email: User's email address.
     • Title: User's position or role within the organization (optional).

important

Name and Email fields are mandatory to create a user.

5. Assign account

   • Select the account or subaccount to which the user should be assigned.

6. Save the user

   • Click "Save" to add the user to the system.

Note: The created user will appear in the "Not Invited / Expired" tab on the Users page. You can send their invitation from there at any time. See How to invite users for instructions.

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