Adding Users

Now that you have a business set up, it's time to start adding users that you want to have access to your business tools, or employees that need access to individual technologies.

To get started, click the settings in the upper right-hand corner, and click Users Management.

Next, click "Add User". This will open the webform to create and assign a user to a specific business. Enter the information and select what type of role you would like to assign this user:

Corporate Admin: Full administrative access to your entire organization and all business units. This person will have the rights to add users, add business locations, and purchase tools for any business unit using the saved corporate credit card on file.

Regional Admin: Gives full authority of the user to access any businesses within your specified region within your account (usually set by a Corporate Admin). This person can add other Regional Users to the account (or any user role lower than regional user), can create businesses and brands under this region, and can activate tools for any business under their region using their own billing method. Note: This user role will only be accessible by organizations set up to run a region based organization. If you need region management, contact your representative to learn more.

Business Admin: When you select Business Admin, a new field will appear called "Business". This is for you to assign the user to specific business units. You can select more than one. A business admin has full rights to add users to the business units they are assigned to, and purchase tools.

User: Like Business Admin, you are assigning a user to specific business units. User's will have access to select tools that you select they should have access to. A "User" does not have administrative access to add other users, purchase tools, or access tools not granted to him/her.

You can also add user specific tools to a user here by clicking the Add CRM or Add Appointments button at the top.

Once "Add User" is clicked the user will be set up with their account and the privileges you have granted. To edit or delete a user, click edit to update user information, change roles, allow access to further business units or tools, or suspend/delete users.