How do I add a new user?

  • 20 April 2021
  • 2 replies

Userlevel 4
Badge +1

I have someone new on my team. How do I add him to copper?


Best answer by Evan from Copper 22 April 2021, 15:46

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Userlevel 3
Badge +3

Only Admins and Account Owners can invite new users to Copper. 

Before inviting a new user, first confirm that your subscription has an empty seat for them to fill. If a seat(s) needs to be added, Account Owners can do so by going to Settings > Billing. 

Follow these steps to invite a new user to Copper:

  1. From the Copper web app, click Settings from the left hand menu.
  2. Scroll down to Account Settings and click Company & Invite New Users.
  3. Click the Invite New Users button in the upper right corner.
  4. Within the pop-up, enter:
    1. Name: Enter the name of your team member.

    2. Email: Enter the email address your team member's Gmail address.

    3. System Admin: Do you want this person to be an Admin?

    4. Google Sync: Do you want this person's emails and calendar events to be synced with Copper?

    5. Data Export: Do you want to allow this person to export data?

    6. Dropbox: Do you want this person to use dropbox to sync files?

  5. Click “Save”

The new user will receive a confirmation email where they can accept your invitation. 

Userlevel 3

I think you can do this under settings, invite new users. Might have to add a license though.