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How To Basics: Add a User

 

How do I add a user?

1. Go to Menu > Administration > Manage Users

 

 

2. Click the Add New User button.

 

 

3. Enter, at a minimum, a user's email address, first name and last name, and then click Submit.

 

NOTE: Each user you create will be able to log in immediately using their email address and the default password 1234.

 

 

How do I assign the user a Role?

To set the users role, If a user will be an Administrator on your LeadManager, take these additional steps after creating the user:

 

1. To the right of that user's name click the link in the Options column and select Roles link

 

 

2. The role assignment form will load

 

 

3. Select the desired role; such as Administrator in the Available Roles column on the left

4. Click the Assign » button

5. Click the Return to Manage Users button

 

You may also find these articles helpful: 

 

Why is the 'Add New User' grayed out?

Managing Users: Understanding Roles

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