---
title: "How to Add a New User to Evolved Office (Set Permissions & Feature Access)"
url: "https://help.evolvedoffice.com/en/article/how-to-add-a-new-user-to-evolved-office-set-permissions-feature-access"
language: "en"
last_updated: "2026-06-18T19:37:24.433Z"
---

# How to Add a New User to Evolved Office (Set Permissions & Feature Access)

1.  Using the dropdown menu next to your name at the top right of any page select ‘**Settings**’.  
    ![](https://cdn-assets.productfruits.com/cc2208db-7c49-4440-9d36-78b24efccb78)  
     
2.  From the Users tab, click the blue "**+**" add a user.  
    ![](https://cdn-assets.productfruits.com/ab99bf5b-edc7-4826-acd4-05425bacb782)  
     
3.  **Fill in the User Details**:
    -   Enter the following details in the respective fields:
        -   **Name**: Input the user’s full name.
        -   **Type**: Select the user type from the dropdown.
        -   **Title**: Provide the user’s job title.
        -   **Phone**: Add a contact number.
        -   **Email**: Enter the user’s email address.
        -   **Username**: Assign a unique username.
4.  **Upload a Profile Image (Optional)**:
    -   Click the **Upload** button below the placeholder image to add a profile picture for the user.
5.  **Select Branch Location**:
    -   In the **Branch Location** section:
        -   Use the dropdown menu to select the appropriate branch.
        -   It will automatically fill in the **City**, **State**, **Zip Code**, **Country**, and **Time Zone** fields as applicable.
6.  **Add Social Media Links (Optional)**:
    -   Input the URLs for the user’s social media accounts, such as Facebook, LinkedIn, or Instagram, in the corresponding fields.
7.  **Set Permissions**:
    -   In the **User Permission** section, assign appropriate permissions by checking the relevant boxes:
        -   Allow the user to create their own content.
        -   Allow the user to edit content.
        -   Enable the user to upload email lists.
        -   Grant access to the Digital Hub, if needed.
8.  **Enable Platform Features**:
    -   Under the **Platform Feature Access** section, select the features the user can access by checking the relevant boxes, including:
        -   Asset Manager
        -   Contacts
        -   Dashboard
        -   eoScribe AI (BETA)
        -   Forms
        -   Reports, etc.
9.  **Assign Content Access**:
    -   In the **Content Access** section, specify the content categories the user can manage.
10.  **Integrate Platform Tools (Optional)**:
     -   Enable integrations as needed by selecting options like Agent Dealer, Compass, Sales Chain, or Salesforce.
11.  **Save Changes**:
     -   After completing all the necessary fields and selections, click the **Save** button at the bottom-right corner of the form to finalize the setup.
12.  **Verify the User Setup**:
     -   Confirm that the user has been added successfully by reviewing the updated user list.
13.  Once the new user has been added, from the **Users** tab click on the **envelope icon** to the far right of their profile to have the system generate and send a password creation email to the new user.  
     ![](https://cdn-assets.productfruits.com/618e2a3d-897e-4b23-89f0-350f69d07b79)