Add a New User

Give someone access to your Exec workspace

To give someone access to your workspace, add them via the Settings menu. Once added, they can access scenarios and coaching — you can enroll them in a specific program later when you’re ready.

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How to Add a User

1. Go to Settings in the left sidebar
2. Click Add User in the top-right corner

   

   You’ll land on the Users page automatically.

3. Fill in their details

   

   • Email address (required)
   • Schedule invitation — send the invite on a specific date rather than immediately
   • Group — assign them to a group if applicable
   • Credits — grant coaching credits if they’ll be using coaching
   • (if available) Seat type — assign a Full or Basic seat. See Basic Seats vs. Full Seats to learn more.

   You can launch mulitple users at once. Type in as many email addresses as you’d like into the Enter Emails box.

4. Click Send Invitation

   The user will receive an email invitation to join the workspace.

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Getting Help

Need help? Contact us at [e-mail] for guidance on adding users or managing workspace access.