It's easy to add other users to your account.

1. Go to the Users section in the Admin area

2. Click on New user

3. Fill in their name and email address. They will receive an invitation at this email address.

4. Pick whether the user is an Admin or a Staff user.

There are two levels of user:

  • Admin - They have full abilities to modify your account

  • Staff - They are only able to do do client intake

5. Click the button to finish adding the user

The new user will receive an invitation through email to join your organization's bosWell account within a few minutes.

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