How to add a new user to your VIA software. PLEASE NOTE: If you are a Lead Manager or CRM Edition software user, please take note of the additional setups which are required to add a user to your software in the text article below to ensure they have the appropriate level of access for your business
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To add a new user to VIA
Login to VIA
In the left-hand menu, select Users > Manage
Click the Add button
Fill in the Email Address, First Name, Last Name, Branch and Role (what level of access you want them to have in VIA) fields
Once you are happy, click Save
Once you press save, an email will be sent to your new user with a link for them to click to access VIA.
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