How do I add a user to an account?

You can add a new user under the 'Users' accordion on the Account Settings page.

When you assign a role to a new user, that user has permissions based on the assigned role available in the tollogic™ account. You may want to consider assigning users the different roles depending on the tasks they are expected to perform.

Navigate to Account Settings

Accounts_Main_Menu_Settings

Click Settings in the top menu bar.

Note: Only admin users can access the Account Settings page.

View Users Accordion

Accounts_Settings_Users_Accordion

Click the Users accordion under Account Settings.

Add New User

Accounts_Settings_Users_Accordion_Add_User

Click + Add new user in the top right corner of the Users accordion, above the table.

Accounts_Settings_Users_Accordion_Add_User_Info

Complete the following fields with the new user's credentials:

  • First Name

  • Last Name

  • E-mail

  • Password

  • Role

After completing the above fields, click the Create User button to proceed.

Confirmation

Accounts_Confirmation

A success message box will appear to confirm the user has been added. Click Continue to return to the Users page.

The new user should receive an email with login instructions.

Note: If the new user has trouble receiving the email, make sure it is not in their spam box then contact support.