CSMs and Organizational Admins can add new client users to the system to facilitate users' engagement with the strategy portal.
Click on the "+Add New User". Fill in the required information, such as email address and role, assign the organization to them, and save the new user profile.
To initiate the new user addition process, locate the "+Add New User" button on the user management main page.
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Then enter the client's email address and their role.
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Click on next
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Now search for the desired organization name.
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Select the desired organization name from the drop down in the search bar
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Click on next
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Confirm the default company view for user login. You can change it from the drop down.
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Click on confirm