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How to add a new user

This article will cover how to add new users to your account.

Note: Only admins can add users.

First, head over to the Team page.

Compass software interface showing how to navigate to the Team page

This page lists all users (active and inactive) in your account. To get started creating a new user, select the button labelled New User.

Compass software interface showing the new user button

Next complete the form that includes the details for the new user's account.

For more information on the permissions granted to each role, we recommend you read the article Managing Roles

Compass software interface showing the new user form

Automatic subscription changes for new users

Compass subscriptions are billed per active user. If you're on a paid subscription (non-trial), then a sidebar with your subscription details will be visible when enabling or deactivating a user.

The sidebar outlines the changes to your subscription if you proceed with adding the user. When you add a user, your account is charged a prorated amount based on your billing renewal date.

Assuming there is a positive balance due, adding a new user will result in an immediate charge to the credit card we have on file.

If you're on a trial account, then the subscription sidebar isn't included on the page.

Save the new user

Once you've completed the user details form and are ready for your subscription to change (and be charged immediately for a positive balance due) then select the Pay Now & Save button.

Compass software interface showing how to add a new user

After you've saved the user, your team member can login and access their account immediately with the email and password you provided in the user details form.

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