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How to add a new user

This is where you learn how to add colleagues and collaborators to your Understory page

Updated this week

Content of the article

  • A step-by-step guide

  • General advice and tips

Full "Team" Page Layout

Step by Step guide

  1. Go to Company settings at the very bottom left of the sidebar menu. Access it by clicking the small arrow icon to expand the options, then select Company Settings.

  2. Click on Team

  3. Click the "+ Invite new user" button

  4. Click on Add user

  5. Fill in the name, E-mail

  6. Select the user Role

  7. An E-mail will be send to the new user with a link to create an account

General advice

It is important to select the correct role for the new user:

Admin - has "all rights" to edit, both on experiences, events and bookings, as well as administrative settings
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Manager - Has both "view only" and "some rights". They can edit events and bookings. They cannot create experiences or change company settings.
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Guide - has "view only" rights for the experiences and events. They can't edit anything.

The "Edit roles" feature allows you to create your own combination of permissions within the system. Click "+ Add new role" to define custom roles tailored to your needs.

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