Managing users efficiently is crucial when running a business or team. If you want to add an email user to your account, you must be a Manager to take advantage of this functionality. Don’t worry, it’s an easy process that takes only a few steps. In this blog post, we’ll guide you through adding email users to your account using our dashboard.
Step-by-Step Guide to Adding Email Users
Here’s how you can quickly add an email user to your account:
1. Access the Dashboard
First, log in to your account and go to the dashboard. This is where you will manage all users.
2. Click “Create New User”
In the upper right-hand corner of the dashboard, you’ll see an option labeled “Create New User.” Click on this to get started.
3. Select “Standard User”
Once you’ve clicked on “Create New User,” you will be given different user type options. Choose the Standard User option to add an email user.
4. Choose a Location
After selecting the user type, you must assign the user to a specific location within your account. This is particularly useful if your business operates in multiple locations.
5. Enter the Required Information
Fill in all the required fields, including the user’s name, email address, and other necessary details. Make sure the information is accurate to avoid any issues later on.
6. Submit the Information
Once you’ve entered all the information, click Submit to create the new user.
7. Password Setup for New Users
After submitting the form, the new user will receive an email prompting them to set up their password. They can follow the link in the email to set a new password.
Note: If the user does not receive the email within a few minutes, remind them to check their spam or junk folder.
8. Ready to Use
Once the user has set their password, they can start using the system! They can log in immediately and access the features available to them based on their permissions.
Need More Help?
If you encounter any issues or need further assistance, don’t hesitate to contact our support team at [email protected].
