How to Add Users

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How to invite new users to BRM

1. Click on Settings
2. In the settings navigation bar, click on Users
3. Click on Add User
   1. Fill in Email
   2. Fill in First name & Last name
   3. Select which role and permissions you want them to have
4. Review details and press Send Invite

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Role-Based invite permissions

• In BRM Lite, only Super Admins can invite new users.
• In BRM Enterprise, each role can invite users at their own role and permission and any lower level (e.g., Admins can invite Admins and Users).

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How to bulk invite users

1. Click on Settings
2. In the settings navigation bar, click on Users
3. Click on (⋮)
   1. Click Bulk Upload Users (CSV)
4. Upload CSV with desired users
   1. CSV must include (template available to download on BRM)
      1.  email - Required • first_name - Optional • last_name - Optional • roles 
5. Review details and press Invite All Users