Adding a User
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To add a new user to your portal for colleagues, firstly, click on the top left icon with your initials and select the Adminsitration
tab.
2. You will be presented with a number of icons on the left hand side. Click on the people icon, then the Create User
button.
3. From the Create a User
window, you are required to add some basic details including the email, first and last name of the user; You can also add the users' job title and company name if you wish.
4. You need to assign the user one of three permission levels; Admin
, Editor
or Read Only
.
5. Two-factor authentication is used by default, requiring you to select one of two options available; SMS
or Google Authenticator
. If you choose the SMS 2FA method, the mobile number of the user you are creating is required.
6. Once you have entered all of the details, click the Create
button. The user will now be created, and a temporary password will be sent to the email specified for the user.