Adding Users

Adding Users

The option to add a user is available for accounts with the "additional user" feature.
  1. You must be the primary account holder or Admin to add or remove a user.
  2. The individual that creates the original company account is considered the Admin. 
Please follow the steps below to add a user to your account.

1. Navigate to the company dashboard


2. Click on Add Users


3. Add User Details



Roles
You can designate a user as any one of the following:
  1. User: This is a standard role in which the user has access to company credit, can send mail, and has access to their own reports.
  2. Reports: Users in this role can only access company-wide reports but will not have mailing or credit depositing capabilities.
  3. Admin: Users in this role will have full access to the company's backend administration.
Permissions
The user permission options are as follows:
  1. Can Access Company Clients
  2. Can Add New Clients
  3. Can Purchase Credits
Branch Information
By default, your company information will be listed under "Branch Details". The User will be added to the main (or only branch of your organization) if additional branches are not added. Branches are simply departments or subdivisions of your organization. If you have multiple branches please select the appropriate branch for that particular user. 

For more information on Adding Branches please click here.

4. Click Submit

5. Check to ensure that your user has been added correctly

​ 


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