In Security > Users, click Create user, enter the name, email address and role, choose the clients and click Save.
How to do it
- Go to Security > Users and click Create user.
- Under General, fill in:
| Field | Explanation |
|---|---|
| First name * | |
| Last name * | |
| Email address * | The user logs in with this address. |
| Phone number | With a country choice. You need it for two-factor authentication by SMS. |
| Role * | Customer Service, Agent, Manager, Configuration Manager, Application Manager or User Manager. See Roles and permissions. |
| Language | Nederlands, English, français, dansk, Deutsch, español. |
- Under Clients, check the clients the user gets access to. Your own client is already there. Click Add client to add one, or the cross to remove one.
- Click Save.
Good to know
- The new user gets an activation email with a link. Through that link, the user sets a password and then sets up two-factor authentication.
- Permission: Manage users.