How to Add More Users to Envestnet Payments Account

How to Add More Users to Envestnet Payments Account

  1. Navigate to Settings and click "Manage" on the left-hand menu
  1. Click the "Users" tab

  1. Click the " + " symbol next to "Users"

  1. Choose the user role

  1. You will see one of the following depending on if you have available licenses or not
    1. Available - Click continue

    1. Not Available - You will have to follow the link to purchase more licenses

  1. Add new user fields

  1. Click "Continue"
You will receive a confirmation that an invitation has been sent to the users email for them to create a password and log in. You can now hit the "Ok, Got it" button and repeat the steps to add another