Skip to Navigation | Skip to Page Content

You are here:User Guide>Setup Wizard>Adding Users
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.

  1. Enter the new user’s Email Address in the Email Address text field.
  2. 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.
  3. Click Add to add the new user to the system. A new blank line will be displayed, allowing you to add additional users, as necessary.
  4. Click Dismiss to exit the Setup Wizard or click Next to continue to Step 3 in the setup process.