Help CenterAdding a new user to your system is a simple process that can be done in just a few easy steps. Follow the steps below to add a user successfully:
1. Start by logging into your account and navigating to the User Management page.
2. Once you are in the User Management section, click the Add User button.
3. A form will appear where you can enter the user's name and email address. Fill in the required fields with the user's information.
4. After entering the user's details, click on the "Save and Back" button to add the user to the system and return to the User Management page. If you have more users to add, you can select "Save and add new item" to continue adding users.
5. To ensure the user can access their account, click on the "Send Password Reset" button. This will trigger an email to be sent to the user with instructions on how to set up their password.
6. Select "Add Manager Role" from the Action dropdown menu if you want the user to be able to:
- Add/Manage Users
- Add/Manage Tags
- Publish Procedures
- Manage the Subscription
By following these simple steps, you can easily add new users to your system and ensure they have the necessary access to the platform.
Click here for a visual step-by-step walk through:
https://scribehow.com/shared/Add_and_Reset_User__2jxfRnwFSfGJCEbC1ziDDA