User Management - Add users

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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.

Step 1: Add Users from Manage Users

To add a new user to your Bloom Growth account:

Click the organization name at the bottom left of the navigation bar.
Select Manage Users.
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:

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