---
title: How to add user accounts
description: Get your team involved! Let's talk about creating users and setting access rights.
---

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# How to add user accounts

## Get your team involved! Let's talk about creating users and setting access rights.

### How to Create a User

Poologics leverages the team to enhance the functions of the software, therefore, we highly recommend getting your users involved from the start. It's easy to add someone to Poologics. Here are the steps: 

1\. Go to Settings![Go to Settings](https://images.tango.us/public/screenshot_baed22dc-c4e6-4b80-bcd3-3e1f47c744fc.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.0841&fp-y=0.8122&fp-z=2.1843&w=1200&ar=1920%3A892)

### 2. Click on Users

![Click on Users](https://images.tango.us/public/screenshot_e61e32f1-5a51-4694-8c2a-43e9d19a9156.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.0833&fp-y=0.5062&fp-z=2.1918&w=1200&ar=1920%3A892)

### 3. Click on CREATE

![Click on CREATE](https://images.tango.us/public/screenshot_daad2323-c3f8-481e-b5c6-41e2051470c0.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.0807&fp-y=0.1687&fp-z=2.7988&w=1200&ar=1920%3A892)

### 4. Add the User's name

![Add the User's name](https://images.tango.us/public/screenshot_ca98ed7c-90ff-41d9-8aaa-fb1ab8b518c3.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.2750&fp-y=0.3330&fp-z=1.3370&w=1200&ar=1920%3A892)

### 5. Add the Email Address

![Add the Email Address](https://images.tango.us/public/screenshot_c50a2b2e-264b-480e-bf50-9f99d7c9f67c.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.2750&fp-y=0.4249&fp-z=1.3370&w=1200&ar=1920%3A892)

### 6. Click on SAVE

This will trigger an invitation email to the user. They will be able to set a password from the link in the email. 

![Click on SAVE](https://images.tango.us/public/screenshot_b617140d-c6aa-400d-9db4-8779fba1671a.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.0820&fp-y=0.1570&fp-z=3.1015&w=1200&ar=1920%3A892)

---

 

### How to set up Access Rights

There are four sections that you can toggle the user views and permissions: 

![](https://help.poologics.com/hubfs/image-png-Jun-02-2022-03-20-07-79-PM.png) 

- **Sales** 
    - **User: Own Documents Only** - users can only view opportunities assigned to them; no costs or markups as it relates to estimating.
    - **User: All Documents -** users can view all opportunities; no costs or markups as it relates to estimating.
    - **Administrator** - user can see all opportunities, update costs, and markups within estimates
- **Financials** 
    - **Billing -** user has access to financial modules for only the projects that they are associated with as "Additional Staff"
    - **Billing Administrator -** user has access to all financials
- **Projects**  
    - **User -** user can only view the projects that they are associated with as a project manager or additional staff
    - **Administrator -** user can view all projects
- **Administration** 
    - **Access Rights** - the user has the ability to update access rights
    - **Settings** - the user can update templates and company settings

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