Adding Users to Your Account

If you are the Administrator and would like to add users to your account, follow these steps:

1. Click Admin Panel on the main menu.

2. Click Users.

3. Click New User

4. Fill out the user information.

5. Assign permissions and options.

a) Active. Enables the user account.

b) Admin. Provides the user with all Administrator privileges.

Note: Company Administrator permissions do not restrict any features. The user will have full control over all account features, just like the account owner.

c) Send login info via email. Sends the user their login information, including a password. The user can change the password in the My Account section.

6. Click Save.

Users: Displays the name of the user.

Active: Enables you to activate or deactivate the user account by clicking the icon. Deactivating a user account does not result in the loss of any information; the user simply will not be able to log in.

Address Book: Allows you to view and make changes to the user’s address books.

Templates: Displays the user's templates. To learn more, see the article named How to Create Templates.

Creates Reseller Sequences: Allows the user to create and edit reseller sequences. For more information about resellers, see the article named Introduction to Resellers.

View Reseller Sequences: Allows the user to view existing reseller sequences without making changes.

Creates Packages: Allows the user to create packages and assign them to other users.

Package Permissions: Opens the Permissions page where you can assign packages and grant edit privileges to a user. For more details, see the article named Description of User Permissions.

Edit: Allows you to make changes to the user's information.

Delete: The last column shows a checkbox for each entry. Selecting the checkbox will make the Delete button appear, allowing you to delete one or multiple entries at once.

Next, see a description of User Permissions.