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:
- 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