How do I add a new user?

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.