How to Add and Invite a New User in Scale B.O.S.S.

Learn how to add new members to your organization and send them account invitations through the Scale B.O.S.S. dashboard. This guide covers each step of the process, from entering user details and setting access permissions to finalizing the setup.

1. Navigate to https://app.scaleboss.ai

2. Click your profile icon.

3. Click "Settings."

4. Click "Users."

5. Click "Add User."

6. Enter the user's first name.

7. Enter the user's last name.

8. Enter the user's email address.

9. Enter the user's job title.

10. Enter the user's phone number.

11. Enter the user's street address.

12. Enter the user's city.

13. Enter the user's state.

14. Enter the user's ZIP code.

15. Click the Role dropdown menu.

16. Select the appropriate role for this user.

17. Enter the employee's start date.

18. Enter the employee's shirt size, if applicable.

19. Assign the employee to a department.

20. Assign a Business Unit, if applicable.

21. Assign the employee's supervisor.

22. Review and configure any additional access permissions for this employee.

23. Continue reviewing and configuring any remaining access permissions.

24. Click "Create User."

25. The employee profile has been successfully created.

26. The user's current status is displayed here.

27. When you are ready to grant the employee access to Scale B.O.S.S., click "Send Invite" to begin their onboarding process.

28. Click "Send Invite" again to confirm.

29. The invitation has been sent and the employee's welcome email is on its way.