Tips and Tricks-Adding Users to Your Roster
This month, our Product Expert and Training Lead, Samantha Kurtzer, has provided advice on how to invite users to your roster.
Adding a New User to Your Site Roster
MetricAid has introduced a new way to add users to your site roster. This new method offers greater ease-of-use, while also improving security standards to protect personal information.
To add a new user to your site:
1. Select your site, then navigate to Site Set Up and Users
2. Click on the Add button
3. Add your new users manually or import a .CSV
4. Click on Add
5. Assign tags to give your users site permissions
6. Click on Save and you're done!
Keep in mind that users will need to accept your site invitation before you can add them to the roster.
You can sign up for a training session with our team: https://www.metricaid.com/training
If you've still got questions, feel free to reach out to our team anytime. We’d love to hear from you.
Toll-free: 844-529-5577
