Create teams based on which users will want to access which email templates and content (PDFs, presentations, other sales & marketing collateral).

1. Click "Add User to Account" to create a new user

2. Enter their email

3. Fill in their information on the following screen

4. Add users to teams (if any). If the team doesn't already exist, you can add them later by editing a user.

5. Note that time zone is important for email and task scheduling.