Addding a User Profile

To access the USER PROFILES screen:  Go to the ADMIN menu  →  USER PROFILES screen

To add a new user profile to your company, click Add User Profile from the Screen Actions.

The User Account screen will appear where you can enter the details about the new user account.

Fields appearing in pink are mandatory, and must be entered:


Note:  An @ symbol is required for the email address. 

Note:  A list of all user roles and the features they have access to can be found here.
Once a user profile is set to the "External Sales" role, it cannot be changed to another role.

Note:  See Editing a User Profile for information on setting a user profile as inactive.

To complete the user creation, click Save.

The new user will now appear on the USER PROFILES page and the user will receive an email with their login details.