Adding Users
Step 2 of the Setup Wizard allows you to add users to your account. These users would, in general, be members of your team/organization. You can assign each user that you add a Role within the system as you add them during this step in the setup process. Follow the steps below to complete Step 2.
- Enter the new user’s Email Address in the Email Address text field.
- Select the new user’s Role within your organization from the Role drop-down list. Available options, by Default, are Executive, Director, Sales Agent, Marketer and Developer. You can add additional Roles to the system specific to your organization within the Administration->>Roles tab of the application by selecting Add New Role.
- Click
to add the new user to the system. A new blank line will be displayed, allowing you to add additional users, as necessary. - Click Dismiss to exit the Setup Wizard or click Next to continue to Step 3 in the setup process.
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