A. For those with Administrative rights/access, you can create new user:
Login and go to TOOLS, ADMINISTRATION, MANAGE USERS
- Click + NEW USER
- Fill in first name, last name email address in the top section
- For the bottom section, the username is the first name plus last initial NOTE: do not add the ‘ – and company acronym ‘ but do have the new user use this when logging in and this is visible in the username section.
- Create a password, request user changes at first log-in.
Have the new user completely fill out their own contact record by clicking on their avatar and editing the record. This information is displayed to email recipients so spelling, punctuation and capitalization count.
Watch the video called creating a new team member log in to see this step by step.