How to Add a New User

1. Open Settings

Click the home icon at the top of the screen.

Select Settings from the dropdown menu.

 

2. Go to User Management

On the Account page, scroll to Company settings.

Click User management.

3. Add a New User

Click the Add new user button.

Enter User Details

Fill in:

First name

Last name

Email address

4. Choose a Role from the dropdown:

Admin – full access

Agent – limited access

Save

 

5. Click Add new user to finish.

That’s it — the new user will now appear in the user list.


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