Before You Start
Have the following information ready:
Your portal login credentials
The new user’s first name, last name, email address, phone number, and title
Step 1: Log In
Go to the portal: https://app.aboon.com/
Click Sign In and enter your email address.
Click Log In to open your dashboard.
Step 2: Go to User Access
From your dashboard, scroll to the section labeled “Who has access to your plan.” This section shows everyone who currently has access.
Step 3: Add a User
In the “Who has access to your plan” section, click Add User on the right side of the header.
Step 4: Enter the User’s Information
Complete the Add User form with the following details:
First name
Last name
Email address
Phone number
Title
Step 5: Set Permissions
Before saving, choose whether the user should have either of these permissions:
Authorized Signer — Select this only if the user is allowed to act on behalf of the company, such as signing service agreements or plan documents.
Can Invite Other Users — Leave this unchecked unless you want the user to be able to add other users to the plan.
💡 Tip: Limit Authorized Signer and Can Invite Other Users to a small number of people who are formally authorized to act for your company.
Step 6: Save and Confirm
Review the information you entered.
Click Save.
A confirmation message (“User added”) will appear on screen.
The new user will now appear in the “Who has access to your plan” list.
Step 7: Send or Resend an Invitation
In the “Who has access to your plan” list, find the user you added.
Click Send Invite to the right of the Permissions column.
A confirmation message (“Invitation sent”) will appear, and the link will change to Resend Invite.
If the user doesn’t receive the email, return to this screen and click Resend Invite.
After the user accepts the invitation, their status will update to “Joined on [date].”
Best Practices
Review your user list and permissions regularly to keep access up to date.
Assign Authorized Signer only to users who are explicitly permitted to act on behalf of the company.
Limit Can Invite Other Users to a small number of trusted individuals.