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How to Add and Manage New Users in Your Account

  • Updated

Adding team members, partners, or virtual assistants to your FreedomSoft account keeps everyone working together in one place. Each user can have customized access permissions so you stay organized and in control.

 

Steps to Invite a New User

  1. Hover over your name in the top-right of any screen.

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     2. Click Settings.

     3. Select People in the left-hand menu.

     4. Click Invite Someone.


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     5. Enter the new user’s first and last name, email address, and assign their permission level.

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Managing User Permissions

  • Start Plans: Limited access prevents users from accessing the Settings page, but they can still view all Lists and Campaigns.

  • Grow & Scale Plans: Full permission control—choose exactly which features and campaigns each user can access.

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Final Step

  1. Click Send Invitation. FreedomSoft will automatically send an email invite with a login link to the new user.

By adding users and assigning the right permissions, you can scale your business while maintaining full control of your FreedomSoft account.

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