How do I add a user in Connect?

You can give your team access to your CSR accounts in Connect by creating a delegate profile for them. Here's how:

1. On the Dashboard, click on Add a user from the quick links box.

2. Fill out the form with the user's details then click Create user to submit.

3. Select and search the account(s) you wish to assign to the user then click Save. Click on Back to profile to edit permissions and activate the profile.

4. Click on Edit permissions to modify the user's access.

5. Tick the appropriate boxes to modify access and click Save permissions.

6. Click on Back to user details then Activate to activate the user. The user will then receive his login details.


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