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Create an Account for another user

  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:  

  1. Click Users in the navigation menu
  2. Click the tab of the type of user you would like to create 
  3. Click on the Create [User role title] button
  4. Enter the details of user – First Name, Last Name, Email Address  
  5. 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





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Natasha is the author of this solution article.

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