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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

 

First, access the Menu page by clicking on your name in the upper right of the header.

 

 

 

Under Administration, click on Users & Groups

 

 

Click the Add New User

 

 add_user2.jpg

 

Enter, at a minimum, a user's email addressfirst name and 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, take these additional steps after creating the user:

 

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

  add_user4.jpg

 

 

The role assignment form will load

 

 add_user5.jpg

 

 

  1. Select the desired role; such as Administrator in 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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