To invite a new user, first we need to go to ‘Settings’ – the icon is in the top right of Better Proposals. From there, click ‘Users’ and then 'Add New User'

This will create an un-named user so you will need to fill in their details and invite them to join your account.

Name and email

Fill in their name and email address, and click 'Save Changes'.

Email signature

We recommend putting email signatures in. When you send a proposal to a client, you’ll want your email signature at the bottom. You can paste in plain text or HTML straight into here by using the toggle. Click 'Save Changes' when you're done.

Notifications

You can select which notifications this user should receive and click 'Save Changes'

Invite the User

When you're done, click the 'Invite' button. This will send them an email to let them know that you've added them to your account and let them set up a password so they can log in.

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