How do I add a new user account?

Megan Matsumoto -

1. Go to Accounts > Users

 

2. Users can be added individually or imported via spreadsheet. To add a new individual User, click (+) Add User on the right side. 

 

3. On this page, enter the Log in Details and General Information for the new User. Also, you
will need to select or add a User Type and a Company. Once you have all this information, you can also set an expiration date on the Account Expiry Date box, which prevents a user from accessing the site after that date. The Status selection will allow you to create an Active or Inactive type account. An inactive user will not receive access or any notifications until your activate their account. Click on Save button at the bottom of your screen.

Related Videos: Adding User Accounts Part 1 (Individual User Accounts)

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