Add New Accounts for a User

Once a person is listed in the RoleUp dashboard, you can create new accounts for them with different integrations.

In the image below, this user has accounts with Slack, Google Apps, and Zoom. You can click the “Add Account” button to start adding them to new services.

On the next screen, choose which integration you want to use for the new account. In the image below, I’m adding a “WordPress” integration. Enter any required details, and then click “Add”.

You will see a message asking you to confirm the new account. Click “OK”.

You will now be taken back to the “Onboarding” screen where will see the original accounts, plus the new account. You can keep adding accounts, or click “Done” to return to the main dashboard.

Last updated on Oct 29, 2021 08:58 pm