Create Users

New Users can be created by Admin users. There are multiple ways to create a new user. Adding new users may result in an increase in monthly or non-recurring charges.

1. Click the “Users” tab in the bottom left navigation panel.

2. Click the “New User” button on the top right

3. Select “Invite” option and type in the new user’s email address to send them a welcome Email and allow them to set up their password and name, OR, Fill out the name and email information for the new user selecting “Generate password” and “Require password change at first login”
a. Their unique email address will be their username

4. Chose “Admin” or “User” from the “User Role” dropdown
a. Admin will allow the user to edit other users and numbers on the account, as well as add new users and numbers.

5. Click “Send” or “Create” to complete

You may also import new users by clicking the import button and following the instructions to create a CSV import file.