Adding a New User

Updated Apr 4, 2026 Users and Roles

Owners and managers can invite new team members to SampleHQ. Each new user receives an email invitation to join the workspace.

How to add a user

  1. Go to User Management > All Users in the sidebar.
  2. Click the Add User button in the top right.
  3. Enter the new user’s email address and name.
  4. Assign a role: Manager, Sales, or Fulfillment.
  5. Click Save to send the invitation.
All Users page in SampleHQ showing user list with name, email, role, orders count, status, and action buttons
The All Users page lists team members with their roles, order counts, and status.

What the new user receives

The invited user receives an email with instructions to set up their account. Once they log in, they see a Getting Started checklist tailored to their role.

Plan limits

The number of users you can add depends on your plan. Your current usage is shown in Account Settings > Plan. If you reach your limit, you will need to upgrade before adding more users.

Bulk upload

If you need to add many users at once, you can bulk import them using a CSV file instead of adding them one at a time. See Bulk Import Overview for details.

Understanding Roles and Permissions