Users can be added either by typing in their new username and clicking on Add User, or by selecting the option on the column on the left of the screen. The new screen which appears requires a valid email address as the username and the full name of the new user. The culture and timezone can also be chosen.
An account role can be selected at this point. This will enable limitations on what the user can do within the account. A list of user roles and their access can be found here.
Other selections you may see will be:
This will appear if you have more than one account attached to your customer or if you are an administrator for multiple customers each with multiple accounts. You can assign the new user to all accounts available, or to one specific account.
The customer dropdown will appear if you are an administrator on more than one customer. If each customer only has one account attached to it, you won't have to select the account again, but if each customer has multiple accounts the accounts dropdown list will also be available. The name against the customer will be the main contact.
User Profile
Once the details have been entered, click on add user and a new screen will appear. This will display the user profile. From this page a new secure password can be generated and emailed out to the username.
Other tabs may appear depending on the setup. If the customer has multiple accounts attached, an accounts tab will list the available accounts and the role assigned to each one for the user.
If there are multiple customers a new tab will appear to display this and allow the user to be attached or removed from a customer. A user MUST be attached to at least one customer at any one time.