Adding New Users

Administrators can easily invite new users to their Konvert™ portal through the Users page. When a user is invited to the portal, they will automatically receive an email from Konvert, directing them to create their account. 

In this article, we will explain:

  • How to access the Users page
  • How to add a user

ACCESS THE USERS PAGE

To access the Users page (Fig. 2), click the drop-down menu in the top-left corner of the page and select the Users link (Fig. 1).

Figure 1. The Users link

ADD A USER

From the Users page (Fig. 2), click the Invite a User button in the top-right corner of the page to access the Invite a User page (Fig. 3). 

Figure 2. The Users page

From the Invite a User page, enter the following information: 

  • Title
  • First Name
  • Last Name 
  • Email Address
  • Portal Account: If applicable, select the Portal Account from the drop-down menu.
  • Groups: Check the preferred Group assignment to set permissions for the user. 

Click the Save button. The page will reset to add another user.

Once you add a new user, an email will be sent to the email address provided to prompt the user to create their account.

Figure 3. The Invite a User page