> ## Documentation Index
> Fetch the complete documentation index at: https://docs.get2dial.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Invite users

> Create an account for a new team member and assign the role that matches their job, from administrator to agent.

Create an account for a new team member and give them the role that matches their job.

## Before you start

* You need an **admin** role yourself to create other users.
* Decide the person's role before you start — see
  [Roles and permissions](/account/roles-and-permissions).

## Steps

<Steps>
  <Step title="Go to Users">
    In the left navigation, select **Users**.
  </Step>

  <Step title="Start a new user">
    Select **Add user**.
  </Step>

  <Step title="Enter their details">
    Enter their **Email**, a **Password** of at least 8 characters, and a **Display name**.
    If they'll take calls, enter a **SIP extension** for their softphone.
  </Step>

  <Step title="Assign a role">
    Choose **Admin**, **Supervisor**, or **Agent**. You can narrow or extend what they can
    see and do afterward — see [Roles and permissions](/account/roles-and-permissions).
  </Step>

  <Step title="Save the user">
    Select **Save**. Share the email and password with them directly — Get2Dial does not
    send a set-password link. If your workspace has email notifications turned on, they
    also receive an email with the sign-in URL.
  </Step>
</Steps>

## Verify

<Check>
  The new user appears in **Users** with the role you assigned, and they can
  [sign in](/account/sign-in) with the email and password you set.
</Check>

## Common problems

* **They can't sign in.** Confirm you typed the email correctly — it can't be changed after
  the account is created. Double-check the password you shared matches exactly.
* **They didn't get a notification email.** Email notifications are off by default per
  workspace. Share the sign-in URL and password directly instead of relying on email.
* **They can't see a screen they need.** Their role's default capabilities might not cover it
  — see [Roles and permissions](/account/roles-and-permissions) to grant it individually.

## Next steps

<CardGroup cols={2}>
  <Card title="Roles and permissions" href="/account/roles-and-permissions" />

  <Card title="Update a user profile" href="/account/user-profiles" />

  <Card title="Connect a SIP carrier" href="/voice/connect-a-carrier" />
</CardGroup>