How do I add users to an organization's account?

Users are people who have a profile on Sociants and have accepted our Terms of Use and Privacy Policy.


Generally, users are employees or volunteers of an organization to whom the Account Manager or Administrator designates a specific role to perform different functions within the Sociants platform.


A Manager can add authorized users, assign them specific roles and, if necessary, restrict certain users' access to sensitive information. User roles are established according to the type of access and functions they will have.


To add users to your organization's account, go to the Settings section in the main menu.

  1. Click on the Users tab.
  2. Press Add User.
  3. Enter the name, email, role, and preferred language of the user.
  4. Press Add to save your changes.

We recommend that all Sociants users take courses on using Sociants at our Sociants Academy.