1. Navigate to Member Settings
From within your Pearl platform, go to Members in the settings.
2. Click Create User
Note: Creating a user only available to users with Org Lead Admin permissions.
3. Fill Out the Form
Complete all required fields to set up the new user account.
4. Select the User Type
Choose one:
- Org Admin – Access to all offices in your organization
- Office Admin – Access limited to specified office(s)
5. Assign Permissions (Office Admin Only)
- Click Add Permission
- Select which office(s) the user should be able to manage
6. Click Save
Finalize the setup by clicking the Save button.
