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.