You can even assign particular roles to your members or staff to perform certain operations assigned only for them.

Follow these steps to learn how to add a new user:

STEP 1: On the upper right side of your Workstream dashboard, go to Settings and select Company

STEP 2: Under Company Settings on the left side of your dashboard, select Manage Users.

STEP 3: From the Manage Users dashboard, on the upper right side of your screen select the Add User button.

STEP 4: A pop-up window will appear. Fill in the details requested: first name, last name, email,  and phone number. Then select the roles, as well as of the permissions assigned only for this user.

Don’t forget to click the Edit button, in order to give your user access to a specific location and department.

Note: To learn more about roles and permissions, refer to this article.

STEP 5: Once you are done click Save button if you want just to save the details 


Click the Save and add new button if you want to save user’s details and to send them their login information at the same time.

Related Articles

How to Disable User in Bulk
How to Disable User Individually
Workstream User Permissions
How to Restore User
How to Set User Access to Only Specific Locations And/Or Departments
How to See Which of My Staff Have Logged in and Which Have Not

Want to talk to our support team? Look for the Intercom icon at the bottom right part of your dashboard and click on New Conversation, or send an Email at

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