Add Users

If you need to add a user to your organization, you can do it on the Add Users page.

You must have an available license to add a user to your organization. If you do not have an available license, you can add a license using Place Order.

Steps to add a user

You must be an administrator to add a user to an organization
  1. Open a web browser
  2. Navigate to https://app.protectedtrust.com/Dashboard
  3. Click the Add Users button on the Dashboard
  4. On the Add Users page, locate the User Licenses section and verify that you have an available license
  5. If you do not have an available license, click Edit Subscription and increase your license count
  6. If you do have an available license, locate the Users To Add section
  7. Enter the Email Address that you want to invite
  8. If the user needs the Admin role, check the Administrator checkbox next to the Email Address field
  9. You can also populate the First Name and Last Name for the user
  10. Add any additional email addresses that you would like to join your organization
    Note: you can invite up to 20 users at a time
  11. Click the Send Invitations Now button to send the invitations to the users

*Note:  We also support SSO (Single Sign-On) for onboarding new users.