---
title: User Management - Add users
description: Learn how to add and manage users in Bloom Growth. This guide walks you through inviting team members, using placeholders, understanding user statuses, and sending email invites effectively.
---

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# User Management - Add users

---

**Did you know? Bloom Growth training is included in your subscription. Join our complimentary admin training sessions and don't miss out on this chance to grow as an admin! [Register now](https://www.bloomgrowth.com/book-a-software-demo/) and watch your skills soar.**

Adding new users to your Bloom Growth account is a simple process, but there are a few important things to keep in mind to ensure everything runs smoothly. In this article, you'll learn how to add new team members, understand user statuses, and send invitations successfully.

#### **Important Guidelines**

- Only account admins can invite or remove users.
- Each email address can only be registered once in Bloom Growth.
- If a profile is deleted, the same email cannot be used to create a new one. The original profile must be restored instead.

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### Step 1: Add Users from Manage Users

To add a new user to your Bloom Growth account:

1. Click the organization name at the bottom left of the navigation bar.
2. Select **Manage Users**.
3. Click **+ Add User** at the top right of the screen.

A popup window will appear where you can enter the user's details and assign their access.

#### Fill out the following fields:

- **First Name and Last Name**
- **Email Address** (Leave it blank if you're creating a placeholder)

#### Optional Settings:

- **Send Email Invite** – Check this box if you'd like to send the invitation right away.
- **Placeholder User** – Select this if you’re creating a placeholder that won’t require login or access.
- **People Tools Only** – Grants limited access, allowing the user to complete Quarterly 1:1s only.
- **Make Admin** – Grants full admin privileges.
- **On Leadership Team** – Marks the user as part of the leadership group for marketing purposes.

#### **Add the user to the Org Chart:**

Within the same popup, you can also assign the user a **manager** (Reports to) and **add them to a seat** in the Organizational Chart. This makes it easy to connect them to the company structure without having to update it later.

#### **Assign them to a meeting:**

At the bottom of the popup, you’ll see a dropdown menu under **Meetings**. Use this to attach the new user to one or more meetings immediately.

Once all the information is entered and your selections are made, click **Save** (bottom right corner of the popup).

### **Step 2: Add Users from the Meeting Settings**

You can also add a user directly from a meeting:

1. Click **Meetings List** from the left navigation bar.
2. Click the **three dots** next to the meeting.
3. Select **Edit Meeting**.
4. Click **Attendees**.
5. Click the blue **+** icon to add someone.
6. Choose "**Or Create New"** to enter new user details.
7. Complete the name and email fields.
8. **Send Email Invite** – Sends invite immediately.
9. Click **Save**.

### Understanding **User Status Icons**

Each user will have an icon next to their name indicating their registration status:

- ✅ **Checkmark** – The user is **fully registered** and is counted towards the invoice.
- ✉️ **Envelope Icons** – The user is **not fully registered** and does not count towards the invoice.

#### **Envelope Status Breakdown**

- 🔵 **Blue Envelope** – The user has been sent an invite but has not accepted it yet.
- 🟡 **Gold Envelope** – The user has **not** been sent an invite.
- ⚪ **White Envelope** – The user is a **placeholder** and has not been invited.
- 🔴 **Red Envelope** – The email address is **invalid** and needs to be corrected.

Click the envelope to:

- Update the email address.
- Send or resend the invite.
- Use the **"Try Alternate Method"** if the email isn’t being delivered.

### **Key Reminders**

- Placeholders won’t be invited or billed until an email is added and the invite is sent.
- All invites come from **support@bloomgrowth.com**. Make sure your domain accepts this sender.
- If you're having issues or need help restoring a deleted profile, email us at **help@bloomgrowth.com**.

<https://help.mytractiontools.com/94310-accountability-chart/accountability-chart-how-to-navigate-add-users-edit-functions-and-roles-move-boxes-and-print>

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- [User Management](https://help.bloomgrowth.com/user-management?hsLang=en#main-content)

    - [User Profile](https://help.bloomgrowth.com/user-management?hsLang=en#user-profile)
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