How to Add a User
Step 1 - Navigating
Navigate to Admin > Users.
Step 2 - Adding User
Click on the '+' sign in the upper-right-hand side.
Step 3 - Assigning User to Customer Portal
Add user information and then select the '+' sign to the right of the Customers section.
Select your company name.
Select your company name.
Select a role. (See below for more information on roles.)
Roles
- By navigating to Admin and then selecting Roles, you can see there are three types of roles.
- An Administrator can do anything and see everything. On certain screens there are items and object that even an administrator is unable to delete. Customer support can help with these items.
- A SuperUser can do anything except create/edit users. Cannot see items marked "Admin View".
- A User can view only. They cannot create or edit anything. They cannot see items marked "Admin View".
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