Overview
To add someone to your account, you’ll either:
Invite them through a campaign
Create them as an admin
Choose the option that fits your use case.
Key benefits
Onboard users through structured campaigns
Ensure assessment tracking and reporting
Create admin users instantly when assessments aren’t required
Add a user through a campaign
Required for standard users who need to complete an assessment.
To add a standard user to your account, you must create a campaign and send them an invite.
Refer to the campaign setup article for step-by-step instructions.
Create a new admin
For users who need admin platform access but don’t need to complete an assessment.
If the new user is an admin and does not need to take an assessment, follow the admin creation guide for detailed instructions.
Important: Only Account Owners and Account Admins can create new admins.
FAQs
Can I add a standard user without creating a campaign?
No. Standard users must be invited through a campaign.