How to Add a New User

Navigate to Settings from the main menu.
In the "General" section, click the Users icon.
The Users list page will open. Click the Create button in the top-right corner.
The "Create User" form will appear.
Fill in the First Name, Last Name, and Email.
Select a Role for the user from the dropdown (e.g., "Admin" or "User").
You can link this new user to an existing Contact Record from the dropdown.
If no contact record exists, check the box "Create new contact record from user information".
Click "Save", the user will be added and will receive an email to set up their password.