Infusionsoft First Steps – Add User

To add me as a free user in your Infusionsoft application, please follow the instructions below.

First, navigate to Admin > Users, per the graphic below:

Find Users Page

Then, click on the large green 'Add Partner' button on the right hand side of the screen:

Add Partner Button

Finally, add me as a user via my Infusionsoft ID '' and set the 'Admin?' button to 'Yes', as shown in the graphic below. Click the 'Send Email Invitation' button to complete the invitation process. This will send an email invitation to me to get set up in your account.

Add Partner Infusionsoft ID and Admin

Once you've done that, you're all done! I should get the email invitation and I'll let you know when I'm set up....

Thank you!