User/Client Management

User/Client Management

FAQ - User/Client Management

Adding Users

This is where you can add additional users outside of the Manage Data Sources screen for assigning clients. 
  1. Click on Administration in the left navigation menu.
  2. Click on Users 
  3. Click on the plus sign (+) to the right of the Users header.
  4. In General Settings, fill in the following required field:
    1. User Type
    2. Business Unit
    3. Default Data Profile
  5. Fill in the optional fields like User type, First or Last name
  6. In Access Details, fill in the following required fields: 
    1. Email address
    2. Password 
  7. Fill out Additional Details, which are optional fields.
  8. Click Save changes and you're done!



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