Check out our On-Demand Contact and Organization Management Training Series
This article will discuss the process of Creating a New User
Users are Contacts that can also log in to Collaborate and access information based on their roles.
To Create a New User, perform the same steps as when you create a new Contact, but click the “Save and Create User Account” button after you have entered their Contact information.
On the next page, grant them a username (which defaults to the first letter of their first name, and their last name), select an appropriate User Role for them, make sure the correct email address is entered, be sure to Send and Email Account Invitation, and click Continue.
Their User account will now be created, and they will receive an email containing an Activation Link that they can use to activate their account so that they can access Collaborate.
