1. Go to the Main Menu
Return to the main menu of Levvy to add users to your organization's workspace.
2. Select User Management
Locate the "User Management" option within the main menu. This section allows you to manage user profiles and permissions.
3. Add a New User
Click on the "Add New User" button and provide relevant information about the user.
4. Create User
Add their name, email address, role, team(s), and other necessary details. Levvy requires this data to generate user accounts and send invitations. After entering the user's information, click the "Create" button to save the user profile. Levvy will then send an invitation email to the specified email address, prompting the user to join your organization's Levvy workspace.
ℹ️ Note: When adding a user, you can only assign them to one team at a time. If a user is already a member of multiple teams, you will need to assign them to one team initially. After setting up their profile, you can add them to additional teams.
✅ Pro Tip: To get your workspace set up, add your supervisors first, followed by your team managers. Once your company’s workspace is set up, including your workflow library, clients, and client workflows, add the rest of your users including team members and external collaborators.