Invite And Manage Users

Introduction

When you invite a new user, they will receive an email with a link to set up their Infusionsoft profile.

Each edition of Infusionsoft comes with a limited number of users. When you reach the limit, you will need to purchase additional user licenses through the My Account area. Before purchasing more user licenses, you might want to review and update your existing users. The limit is based on the number of active users. You can deactivate users who no longer need access to your system to free up space.

 

Step-by-Step Instructions

  1. Go to Admin > Users in the main navigation menu.

     

  2. Click on Add Users.

     

  3. Enter the First Name and Email and click the Send Email Invitation button.

    Warning!
    Mark the Admin box ONLY if the new user will be a System Administrator and need full, unrestricted access to Infusionsoft. Most of your users will not be Administrators.

     

  4. The person will receive an invitation to create their profile.

    If they do not see the email in their inbox, their email system may have put it into their junk mail box, or the email address you used may not be correct. If you need to resend the invitation, just click the Resend Invitation link.