How to Add a User in WeOpportunity

This is a quick guide on how to add a new user within WeOpportunity

On the left side of your screen, expand the "Settings" tab and look for User settings. Once you've found that, click on it to open the "User Settings" interface.  From there, locate the general tab, and click "New"


Fill out the required fields as well as the correct office and region for the user. Once that is done, click on save.


Once the user is made, locate them on the side of the screen by either searching their name or expanding their region and office. Once found, click on them and go to the "groups" tab.


Click on edit and select the proper groups they should belong to and click save.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request



Please sign in to leave a comment.