• Nicole Finnegan

Creating a New User & Setting Permissions

Click on the upper right icon and select Global Settings from the dropdown. Then select User/Agent Settings.

There you will click on the Add New User button at the top and be directed to the page to create a new user.

Here you will fill in first name, last name & email address. Click Send Invite which will send that email address an invite link to verify and create their password.

To update the permissions after the user is created you will click Edit next to that user and you can then select the permissions you want to apply, then click Update & Save.

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