- To add a new user to your account, head to the brand settings page by clicking on the Gear icon in the upper right corner. From there click on the Multi Users tab. In here is where you can invite the users you want to join in that brand by clicking INVITE NEW USERS.
2. In that pop-up, type their email and the role you'd like for them to have. More info on role specifications here.
2. Then your team member receives an email inviting them to join your brand as a member.
This email is how it looks to your client. Currently, it is not customizable. It does come from Dubsado since we want your users to be aware of the system that they will be joining in on.
3. Your client will sign up or login if they have an existing account. Once the invite has been accepted, it will show like below:
Now you are ready to add your user to jobs/leads or teams.
**You must be on a paid membership for multi user access. Trial accounts cannot access these capabilities.