Adding users

Administrators can add new user accounts. Before you add new users, define access templates to select in the user accounts. See Access templates.

To add a user account:

1. Access Profile Settings, and click the Users tab. The users are displayed.
2. Click the Add User button. The Client Info page is displayed.

   

3. On the Client Info page, complete the following options, and click Next.

   Name	Type a name for the user.
   Mobile	Type the mobile phone number for the user.
   API Key	Displays the automatically generated API key for the user.
   Email	Type the email address, and select the domain for the user.
   Role	Select one of the following roles: User: gives the user access to the modules defined to their account. Admin: gives the user access to the modules defined to their account and administrative access over other accounts.

   The Permissions page is displayed

4. Select a User Template from the dropdown. The Main Modules, Sub Modules, and Access are adjusted to the template's settings.
5. Click Save. The user is created.