Create a User

To create a new user, navigate to Onboard > Users and select + Create User.

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In the tab that appears, you must enter First Name, Email/Username, Parent Account, Portal Branding Account, select a Role, and then enter a Password and Password Confirmation. Optionally, you can also enter the user's Last Name, Profile Photo URL, select Additional Managed Accounts, and Edit Metadata. Once you are done, select Create User.

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Notes: The Parent Account for a user cannot be changed once it is set. The Portal Branding Account affects the colors, logo, and reports that a user will see when logging into the web application.