Support Center

How to Add a User

Last Updated: May 21, 2015 04:08PM MDT
  1. Click Setup on the top right corner of the page.

 

 

  1. Click Users and Groups on the left side of the page.

 

 

  1. Mouse over the group that you want to add the user to (you can search for the group name or click on the + button next to the company’s name).

 

 

  1. Click the Add User icon .

 

  1. When the User window opens on the right side of the page, enter the user’s first and last name and email address. As soon as you save this user, our system will automatically send their login info to that email address. If you don’t want the new user to receive that email, enter a proxy email.

 

               

 

  1. From the Role pick list, select the appropriate role.

 

 

  1. Click Save.


Your new user has been successfully created!

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