How to Add a User to Your Meera Account

Before You Start

Make sure you have Admin permissions to manage and invite new users in Meera. There are three ways to add a user to your Meera account:

Frequently Asked Questions

Which option should I use?

If the user will manage their own login and preferences, the email invitation is recommended. If you need to set up the account on their behalf, add them via your profile. To add multiple users at once, use the bulk upload option.

What roles can I assign to a new user?

For a full breakdown of available roles and permissions, see User Roles: What Each Role Can Access. Contact your CSM if you need further guidance.

Can I add a user's calendar after the account is created?

Yes, once the user account is set up, the calendar can be connected for use within a Scheduler campaign. Contact your CSM for assistance with this step.