C H A T P O I N T

Loading Now

Create a user

[Who can use: Business Owner and Admin, but Admin user cannot manage Business Owner]

  1. Logon by user of Business Owner or Admin.
  2. Click Administrative Settings icon at the top left menu bar, then select User Administration icon
  3. Click the  add user icon, then popup [User Detail] screen to create user.
  4. Input information:
    1. Login Name (mandatory)
    2. SET PASSWORD (mandatory)
    3. User Name (mandatory, for display)
    4. Email Address (mandatory)
    5. Internal Reference (optional)
    6. User type selection (Business Owner, Administrator, Member User, External User)
      [Note: Business Owner can change an existing user to also a Business Owner type.]
    7. Allow Group Creation
    8. Active (mandatory, to activate the user)
  5. Click [SAVE] to accept the input.

[Who can use: Business Owner and Admin, but Admin user cannot manage Business Owner]

  1. Logon by user of Business Owner or Admin.
  2. Tap the  setting menu icon at the top screen of (Recent, All Groups, or My Groups), or when pressing the left side of the screen then swipe the screen to the right, to get the [System Setting] screen.
  3. On the setting menu, tap the [ User Administration] item to get [User Administration] menu.
  4. On the [User Administration] menu, tap the  user creation icon at the menu top to get [User Details] menu.
  5. On the [User Details] menu, input the following:
    1. Login Name (mandatory)
    2. Set Password (mandatory)
    3. User Name (mandatory, for display)
    4. Email Address (mandatory)
    5. Internal Reference (optional)
    6. User type selection (Business Owner, Administrator, Member User, External User)
      [Note: Business Owner can assign an existing user to also be a Business Owner type.]
    7. Allow Group Creation
    8. Active (mandatory, to activate the user)
  6. Tap [SAVE] to accept the input.