Creating A New User

Users can only be created by account owners or by users that have the 'Manage Users' permission.

To create a new user:

  • Navigate to Organization > Account Management > Users.
  • In the middle of the screen above the list of users is a blue link to "Add New User."  Click this.
  • Enter the user's profile information.  You are not required to enter a password at this time. 
    • Note that if you do not enter a password, the new user must use the 'Forgot Password' function when logging in to set up their password.
  • Assign any permissions to the user using the permissions settings below the profile information.
  • Click 'Save' below the user's profile information to create the new user.