Users: Create Contact Summary

  • To create a new user, use the Actions drop-down menu and click Create User.

    Users_-_06.png

  • Enter the required first and last names in the Summary tab. If the user needs to login, enter an email.

    Users_-_02.png

  • Enable any of the following options:
    • Assign a username from the user's email and send an email for password creation to user.
    • This User should only be granted Enroller Privileges.
  • Click Save.
  • If successful, you will see a confirmation message.
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