This article shows you how to add a new user to your Force24 account, configure their access permissions, and edit their settings later.

Is there a cost?

The number of users included depends on the agreed terms in your contract. Additional users may incur a charge.

If you are not sure how many users are included, please speak to your Account Manager before adding someone new.

Adding a new user

Follow the steps below to create a user and send them an invitation to set up their account:

  1. Click the cog icon in the top right-hand corner of your account, then select Account Settings:

    The Account Settings option in the top right-hand navigation

  2. On the Account Settings page, scroll down to the User Management section where you can create or edit users:

    The User Management section

  3. Click the + icon on the right-hand side of the page:

    The + icon on the right-hand side of the User Management section

  4. The Add user page will open. Enter the email address of the user you want to add, then click Next:

    The Add user page with the email address field

  5. Fill in the details for the new user, including their Username, First Name, and Last Name:

    Remember

    Choose a memorable username, as the user will need it to log in to the platform. You can decide your own username naming conventions, but the initial username for the first user set up when you receive your onboarding email is normally Name.Business.

    The user details form with Username, First Name and Last Name fields

  6. Click Next once details are complete. You will now be able to manage the user's permissions by selecting Yes or No for each option:

    Important

    Any user you create will have restricted permissions on the platform unless you change them here.

    The permissions page with Yes and No options

  7. Once you are happy with the permissions, click Create. An email will be sent to the address you entered so your new user can finish creating their account.

Confirming the new user account

Your new user needs to click the link in the email and fill in the required information. Their username will be included in the email. Once they have completed all fields and clicked Confirm account, they are ready to use the platform:

The account confirmation page with the Confirm account button

Important

Until your new user has clicked the link in the email and filled in the required information, they will not be able to access their account.

Note

The confirmation email only lasts 24 hours. After that time, you can resend the confirmation email yourself or our support team can do it for you.

Editing an existing user

You can change a user's settings at any time after their account has been created. Go back to the User Management section on the Account Settings page, click the three dots to the right of the user you want to edit, and select the option you wish to change. You can also resend confirmation emails or send password reset emails here if your colleagues need them:

The three dots menu next to a user in User Management

Need further assistance?

If you have any questions, email Force24 support at support@force24.co.uk which will open a support ticket for you, or reach out through the live chat function in the bottom right of your platform.