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Creating Users from System Administration

  • 1
    Click the “Sliders” icon (Configure) from the left navigation menu.
  • Choose “Administration” then click “Users” .
  • Click “New” on the upper right side of the page.
  • 4
    Fill in the fields such as name, last name, username (email address)
  • 5
    Select Status of user created (Active or Inactive) and select the desired role of the user created.
  • 6
    Once filled up, click "Save" button on the lower right side.

Delete Users

Note: Deleting a user will delete the entire contact.

  • 1
    Click the “Sliders” icon (Configure) from the left navigation menu.
  • 2
    Choose “Administration” then click “Users” .
  • 3
    Look for the user that you need to delete.
  • Click the magnifying glass icon (located on the upper left side of the page: below the Active Users tab) to type in the name or last name of the contact you are looking for.
  • 4
    Once user is found, click the "View" button.
  • Alternatively you can switch the user from "Active" to "Inactive" instead of deleting it.
  • 5
    If the user needs to be deleted click the "Delete" button.