Watch our video about adding users and creating teams:

Take a guided tour in Nutshell:

Note that you should not add your users as people in your Nutshell account.

1. First, update your number of users at Company settings > Billing

2. Visit Users & teams, then click "Add a new user"

3. Enter the first name, last name, email address, choose the role of the new user and turn on the licenses you'd like the user to have access to.

4. The role you select for the user will also determine which specific features the user has access to. Learn more about role based permissions in this article.

5. Click "Create user"

If you select the "Send an email invitation to join your team" checkbox, a welcome email will be sent to the new user with a link for them to set a password.

If you select "Create user," the user will be added to Nutshell but will not receive a welcome email. You can use this option to continue setting up your account before your team starts logging in (e.g. setting up your user assignment rules for distributing new leads, or importing companies, people, and leads assigned to the correct teammate).

You can send a welcome email later by clicking on their name on your Users & teams list.

If the user's email address is associated with another Nutshell account, you will see the error message "Email address already in use."

If you encounter this error message, ensure that the user is not in your Removed Users list or your Pending users list.

If the user is not listed, it's possible that they have a separate Nutshell account open. You may want to check with them to be sure that they haven't opened a separate trial.

If you integrated Nutshell with Google Apps, Google Apps users will sync to Nutshell, and you can choose whether they are enabled or removed by default. If the user is listed in the Removed list, simply click their name to view their profile, then click "Enable."

When you add new users to Google Apps, they won't appear as users in Nutshell until they attempt to log in to Nutshell.