How To Add A User

Only admins can add new users.

Step 1 – Open Settings
Click Settings on the left sidebar.

Step 2 – Click Add User
On the Users table, click Add User

Step 3 – Enter User Details
Enter the follow details
– Name
– Email
– Password

Step 4 – Select Role
Choose the correct role.
Typical roles are:
– Admin: full access
– Sales Rep: sales access only

Step 5 – Save User
Click Save User to add your new user.
They will receive an automated email.

Step 6 – Edit Permissions
If you need to edit permissions, click Actions > Edit Permissions.
Check or Uncheck the required permissions.