## Create a user and assign a role

You can grant a user access to one or more accounts, or assign them multiple roles. Before creating a user, you should determine the accounts and roles they should be assigned. See Users and Roles for more information.

1. Click your profile menu (top right), then click **Users**.
2. On the **Users** page, click **Add User**.
3. Under **User Information**, enter the user’s first and last name, email address, and phone number.

4. Click **Add Permission**.
5. On the **Roles** tab, select the role you want to assign to the user.
6. On the **Accounts** tab, select the accounts and sub-accounts the user can access with this role.
7. Click **Add** to update the role permissions.
8. To assign an additional role, repeat steps 5–7.
9. Click **Save**.

> 📘  
> **Note**:  
> - A user's first and last name can include special characters such as **spaces, hyphens (-), apostrophes ('), underscore (_), plus (+)**, and **parentheses ()**, allowing for diverse naming choices.  
> - You can grant a user access to one or more sub accounts by assigning them a custom role defined at the parent account level. A custom role defined at the parent level will be available for use at the sub account level if at least one user has been assigned the custom role within the sub account.  
> - There is no limit on the number of roles a user can have.

## Update a user's permissions

On the **Users** tab, click the three-dot button next to the user and select **View/Edit** to update a user's personal information and role permissions.

## Reset a user's password

On the **Users** tab, click the three-dot button next to the user and select **Reset Password** to reset their password.

Updated about 1 month ago