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Quick start - Creating accounts for your agency

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Written by Noah Smith
Updated over 3 years ago

While logged into an admin account, click the Settings gear in the upper right corner and select User Management. In the modal, click the Add User button in the top right corner and enter the required information for the new user.

DataPoint sends the new user a sign-up email with a hyperlink to complete the account creation process. Once the user creates a password and agrees to the Terms of Service, their account is created.

Click on individual users in the User management modal to modify their permissions.

Key points

Agency users must be created by an admin from the agency. Agency users should not create their own accounts using the Sign Up button.
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Account permissions are defined by assigning the account to a Group.

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