Adding Users

Adding Users

  1. Log in with Administrator privileges.
    Users with Manage Users permission in the profile can also access this feature to add users.
  2. Click Setup > Users & Permissions > Users.
  3. In the Users page, click Add New User. 
  4. In the Add New User page, enter the following details:
    • First Name & Last Name - It is mandatory to enter the Last Name.
    • Email - Enter the user's valid email address that is not already used .
      An invitation will be sent to this email address.
    • Role- Choose the role of the user in your organization.
    • Profile - Choose a profile that defines the access rights in Client Management account for the user.
      You can add other details like phone numbers, address, photo, fax, website, date of birth, language, etc. after adding the user.
  5. Click Save. 
    The system sends an invitation to the user's email address. Only when the user accepts the invitation, will the status of the user change to Confirmed.

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