Skip to main content
💻Manage Users
Dayanne avatar
Written by Dayanne
Updated over a year ago

  • You can add multiple users to your Engage account and manage their permissions.

  • "Users" within Engage are other members of your staff or team who need access to client data.

To add users, follow these steps:

  1. Click 'Set Up.'

  2. Click 'Manage Users.'

  3. Click 'Create User.'

  4. Enter the user's information, customize their details, and then click 'Save' at the bottom of the screen.

Please note that adding additional users may result in an increase in the cost of your Engage plan. For more information, visit the 'My Subscription' page."


Did this answer your question?