Create a user
From the menu on the left-hand side, click Users.
Click on the + symbol in the blue circle.
Complete the fields on the User Details panel and click Next.
Click Add Role on the Permissions panel. Select the Touchpoint and Role this user should have access to then click Add Role.
If you would like this user to receive reports by email, click Schedule Report on the Schedule Reports panel. Complete the on-screen prompts as required.
Click Save.
Click on the + symbol in the blue circle.
Complete the fields on the User Details panel and click Next.
Click Add Role on the Permissions panel. Select the Touchpoint and Role this user should have access to then click Add Role.
If you would like this user to receive reports by email, click Schedule Report on the Schedule Reports panel. Complete the on-screen prompts as required.
Click Save.
Updated on: 11/08/2023
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