Authenticate with an Admin account
Navigate to Accounts/Users
NOTE: Creating a User without first creating an Account will by default
create an Account for the User, auto-populating with information
supplied on the User record. If additional information is desired for
the User at the Account level, the account must be created first and
assigned to the User during User creation.
Select button "Add User"
NOTE: Required fields are highlighted in Red and must be fulfilled.
NOTE: Key must be a unique value, and is used for identifying records in
an integration scenario
NOTE: Roles are required to give the user permissions to sections of the
site. Default role is applied when a user is created through user
registration, but no role is applied by default if the user is created
by an administrator.
NOTE: All human users should have CEF User applied
After fulfilling required fields, save the record.
Roles:
Promoting a User to Admin:
Enter the User record to be updated through Admin Panel > Accounts
> Users
Within the "details" tab, select "Administrator" from the "Type" field
Within the "Roles" tab, add the "Global Administrator" role
Save the record