Create an Administrator User

Start creating Administrator roles for your Account Managers, Marketing Managers, and whoever else will be in control of your database. 

Roles required to get creating

Admin role - Full access

Superuser - Can view, cannot edit or create new users

Start Creating 

1. Go to Admin > User

2 Select Create User to start creating

3. Fill out all fields

• First Name
• Last Name
• Email
• Phone
• Company
• Department - Create Departments by free typing into this section. You can Manage this section in Tags Management
• User Type - Set to Administrator

4. Make the user account Active/Inactive by toggling On/Off

5. Set a password 

Your password must have:

At least one lowercase character

At least one uppercase character

At least one number

6. Scroll to top of page and Save