Adding a New User Account

Adding a New User Account

Users created on your organization will have access depending on their current user access levels. Users on the account are uniquely identified by their email addresses therefore one cannot create two accounts with the same email address.
To add a new user, do the following:
  1. On the top navigation bar, click on your organization menu.
  2. Click on Manage Users tab.
  3. Scroll to the bottom of the Manage Users Page.
  4. Click on the “Add” .

Manually add in a user account

Here you can you can be able to manually add a new user by doing the following:
  1. Capturing their email addresses.
  2. Customize the beginning of the invite message that will contain the log in credentials.
  3. Select a user level and send out the login credentials.
  4. Select a Role that you would like to apply to the new user.  
  5. Click on "send invite(s)".
Roles are KEY when creating new user especially, regular users. Defining a role would allow the account admin to set a collection of permissions defined for the platform that can be assigned to specific users in specific contexts.

Upload new user accounts

You can also upload a batch of users by downloading the sample template, populating the template and uploading the template to the platform. To perform an upload do the following:
  1. Download the sample template and make sure the column of email, name, level, and password are populated correctly.
  2. Save the file and upload.
  3. Once the upload is complete, the account will be created login credentials will be sent out to the respective email addresses . 
You can use upload when you would like to create a batch of multiple users at one go, for example to create multiple users who are using Echo Agent, create an upload file with the email, name, user level as "agent" and the password.


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