How to Onboard a New User

This guide will show you how to add new users to your RoleUp dashboard. You should add any WordPress sites you want to use via the “Sites” tab before starting this process.

To get started with the onboarding process, visit the “Users” tab and click the blue “Onboard” button.

On the next screen, you can enter an email address for the new user.

On the next screen, choose the WordPress site you want to give this user access to:

You will be asked to give more details on this screen. For example, the WordPress integration will also ask for user role, plus a First Name and Last Name. Click “Add” to move on.

You will now be asked to confirm the new account. Click “OK”.

You will now see a screen with the integration listed. You can add more accounts with other integrations, or you can click “Done” to finish.

Ready to get started?

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