Adding a User to an Existing Company | BizBox Podpora
Registration Icon

Adding a User to an Existing Company

After successfully registering user and company in the bizBox portal, you can link additional users to your bussines entity.

Only a user with the Administrator role for the selected company can perform this action.


Important: The user account must already be registered in the bizBox portal. If not, the user must complete the registration process first.





Steps:

1. Log in to the bizBox portal

Use your username and password to sign in. After logging in, select Companies Administration from the left-hand menu.




2. Select a Company

A list of companies you are authorized for will appear.

  • If you're authorized for only one company, you'll be redirected to its details automatically.
  • Otherwise, locate the target company and click the pencil icon to open its details.




3. Add a User

In the company details view, click Link Username.

A pop-up window will appear. Enter:

  • Username: The existing bizBox user you wish to add
  • Location: Select from dropdown (default is .HQ)
  • Role: Choose the user role (e.g., representative, user, accountant)




4. Confirm the Link

Click Confirm to complete thee user-to-company link. The user will now have access to the company according to the chosen role and location.




5. Assign Roles to the User

After linking, you'll be redirected to a screen where you must assign roles.

  • Select one or more roles from the Available Roles column
  • Click Add to move them to Selected Roles
  • You can remove a role by selecting it and clicking Remove



Note: At least one role must be assigned, or the user will not be able to access any functionality in the portal.




Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article