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:

Name: The name of the user you're creating the profile for.
Email: The email address of the user you are adding.

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

Role: Select the role this user will be fulfilling.

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.

Active: This specifies if the user profile is active or not. This is always set to active during the creation process.

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.

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