Adding a New User
How to create a new user profile within your account
1. From the client admin dashboard, click on the User
icon at the top of the screen.
2. To add a new user, click the Add
icon in the top, right-hand corner of the screen.
*Once in the form, fill out all available information (anything marked with * is required and must be filled in to continue).
3: When you’ve completed the form, click Add at the bottom of the page.
4: Once added, choose which services to turn ON/OFF for the specific user.
5: When finished, click Continue at the bottom of the screen.
Please Note: Adding a new user will not automatically trigger an email notification or directions to the individual. The intended email message may be customized and sent to the user separately through the Email Blast Tool.
4: Once added, choose which services to turn ON/OFF for the specific user.
5: When finished, click Continue at the bottom of the screen.
Please Note: Adding a new user will not automatically trigger an email notification or directions to the individual. The intended email message may be customized and sent to the user separately through the Email Blast Tool.