Manage Users

How to Add a New User

1.  Click Users from the Toolsbar.

2.  Click New User on the Action buttons.

     A new User form is opened. The form has 3 tabs, User Information, Email Integration and Calendar Integration.

4.  On the User Information tab, populate the fields under User Information Section.

     * Fields that are required are denoted by a flag icon.

a.  Enter Username, this is required. Will be used as a Login username.

b.  Enter Password, this is required. Will be used as a Login password.

c.  Type same on Verify Password, this is required

d.  Enter Firstname and Lastname

        e.  Select Designation, this is required. Used for Privileges or Role. 

5.  Click Save

How to make User Inactive

1.  Click Users from the Toolsbar.

2.  Select a user and click Edit.

3.  Desselect Active check box.

4.  Click Save.

   * Updating the users list is important so you can maximize your paid licenses..