How to add users to the Paubox dashboard

You can add users to give them access to the Paubox dashboard. Users can view and manage settings depending on the role assigned to them. 

Add a user manually

1. Sign in to the Paubox dashboard

2. In the left navigation menu, select Users

3. Select Add user in the top right corner

4. Enter the user’s information:

   • Name

   • Email address

5. Choose a User role and add optional permissions

6. Select Add user to save

The user will receive an email invite to complete their account setup and sign in.

You can learn more about the types of user roles and permissions here.

Allow employees to sign in with SSO

Employees can also sign in to the dashboard using their Google or Microsoft accounts without being added manually.

Use SSO:

1. Navigate to the Paubox sign in page
2. Select Google or Microsoft to sign in

Note, their email address must use a domain associated with your Paubox account.

Users who sign in through SSO are automatically assigned the User role by default. You can later update their role if needed from the Users page.

More information about SSO is available here.

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