How to Add a User

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 a role. (See below for more information on roles.)

Roles

  1. By navigating to Admin and then selecting Roles, you can see there are three types of roles.
  2. 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.
  3. A SuperUser can do anything except create/edit users. Cannot see items marked "Admin View".
  4. A User can view only. They cannot create or edit anything. They cannot see items marked "Admin View".