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LeadManager: Manage Users:How To Add A User    

 

TOPICS COVERED IN THIS ARTICLE:

  • How to add a user
  • How to assign roles

 

 

 

ENVIRONMENT:

  • LeadManager

 

 

 

STEP BY STEP INSTRUCTIONS:

 

 

Add A User

 

  1. Go to Menu > Administration > Manage Users

 

 add_user1.jpg

 

  1. Click the Add New User

 

 add_user2.jpg

 

  1. Enter, at a minimum, a user's email addressfirst nameand last name, and then click
    • NOTE: Each user you create will be able to log in immediately using their email address and the default password 1234.

 

 add_user3.jpg

 

 

 

Assign Roles

 

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 Optionscolumn and select Roles link

  add_user4.jpg

 

 

  1. The role assignment form will load

 add_user5.jpg

 

  1. Select the desired role; such as Administratorin the Available Roles column on the left
  2. Click the Assign »button
  3. Click theReturn 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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