User Roles
This feature can be used by the following user roles:
- Centre Manager
- User Manager
To create an account, please follow the steps below:
- Click Users in the navigation menu
- Click the tab of the type of user you would like to create
- Click on the Create [User role title] button
- Enter the details of user – First Name, Last Name, Email Address
- Click Create
If the centre setting below is enabled, the user will automatically be emailed a link to create a password for their new Keychain, or confirmation that the account has been linked to an existing Keychain.
Centre Setting
When creating new accounts, automatically create a new keychain or attach to an existing keychain when an email is supplied