To add a new user(s) to your dashboard (note: you must have admin permissions):

 

  1. Go to Admin Users and Groups



  2. Click the blue "New User" button.


  3. This will open the "New User" window. Type the user's email in the Email* box, then click the "Check User" button.

  4. The system will search to see if that email is already in use. If not, it will allow you to fill in the user details.
    Fill in the user's First Name, Last Name and Time Zone. Click Save.
    Note: If you would like to send the user an activation email, click the "Send activation email to user" button before clic the "Save" button.



  5. The new user will be added to the list of users. 


  6. The next step is to activate the user's account. There are 2 ways to activate a new user's account:

    1) Click the envelope icon, "Send Activation Mail"


    2) Click the key icon, "Force Activate Use".



  7. After you activate the user's account, their Status will change from "Pending" to "Active".

  8. Once the user's account is activated, you'll want to set the user's password. There are 2 ways to set a user's password:

    1) Click the reset icon, "Send mail to reset Password".



    2) Click the user's name to open the "Edit User" window.
    Type the password in the "Password" and "Confirm Password" fields. Click "Save".




The user is now added to the system and can log in. 


Now that the user is added to the system, you will then want to give the person their appropriate permissions.