To add a user to the Rho application, go to your User Management Tab (the person icon on the black tool bar) and click the + New User button on the right side of the screen.

Specify the following information, and click Save Changes.

  • First Name
    Specify the user’s first name.

  • Last Name
    Specify the user’s last name.

  • Email Address
    Specify the user’s email address. When the profile is created, the Rho application sends an email message to the user inviting them to the Rho application.

  • Phone Number
    Specify the user’s phone number. If this phone number is a cell phone, the user can use this number for two-factor validation, when required.

  • User Role
    Click the drop-down list and select the desired role for the user in the Rho application. For more information about User Roles, see Roles & Permissions.

  • Monthly Spending Limit
    Enter the amount of money that the user can spend in a calendar month.

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