Adding users to your account

How to add new users to your organization

If you have admin permissions, it’s very simple to add new users to your account.

Step one: From your email, reply to the sign in email OR email “hey@nest.robinform.com”

Step two: Specify who you are adding and the permissions they should have. Something like this:
Add [email address] to my organization:
admin: true/false [you will pick whichever one is needed for that user]
signer: true/false [you will pick whichever one is needed for that user]

Hit send

Step three: You’ll get a reply from our AI assistant showing all of the users and their permissions.

That’s it!

Here’s a quick video of how this works