Add a new user

Overview:

Add a new user to Creovai.

Required:You must be a Creovai admin to perform this task.

Add a new user:
Add User.gif

  1. Navigate to the users list using the account menu
  2. Click the Add user button in the upper right hand corner.
  3. Complete the following:

    a) If you haven't already, double check that the user doesn't already exist.
    b) Enter the user's information.
    c) Select the appropriate permission role.
    d) Click the Add user button.

    Tip: Only select the Admin permission role if you want the user to be able to edit all company users, teams, agents and categories.

  4. A pop-up will appear to confirm you are authorized to do this task. Enter your login information and then click the Authorize button.
    Admin-authorize-admin-action.png

What's next?

Editing a user profileSearching the user listResetting a user's password



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