Only users with a role of Super Admin or Admin can create new users.
-
On the Customer Hub CMS site, go to the Users Management page.
-
Click the + Create button.
-
Fill in the fields per below:
|
Field |
Description |
|---|---|
|
Username |
The unique identifier for the user's access to the system. |
|
Password |
The password used by the user to log in. Click the Generate Password button to automate the process of creating a password for the user. Copy the password to your clipboard by clicking the icon to the right of the password text box. |
|
Role |
The specific role or permission level that will be assigned to the new user, determining their access and capabilities within the external site. |
|
Currency |
The type of currency associated with the user's account. |
|
Company |
The company with which the user is affiliated with. |
|
|
The new user's email address. |
-
When you’re done inputting the data, click the Submit button at the bottom of the page to save the changes. A modal will pop up to confirm if the account has been successfully created - click Confirm to be redirected back to the User Management page. If you want to go back to the Users Management page without saving your changes, click Cancel.