Creating a user account
On the main page, click "Accounts" and then click "Personal".
Click the "Actions" button.
Select "Add Account."
Fill in the account information.
When ready, click "Add Personal Account & Continue."
Archie tip: You can also create an account by clicking the plus sign located in the upper left part of the main page, and then clicking "Create a new user".
Understanding user accounts
To review a specific account, on the main page, go to "Accounts" and then select "Personal."
Find the account you want to review, click the three dots next to the status and click "Open."
Archie tip: You can also find an account by going to the search bar in the upper left part of the main menu and typing the name of the account
Now, let's review the different tabs:
General Tab:
Contains basic user information.
Click "Email Activity," to view a list of all the emails shared by the system in the last 30 days
Archie tip: You can confirm the status of each email by referring to the status column, this will help you to identify if there was an error with the delivery.
Bookings
Displays user-related information for these items.
Click "Create a booking" to create a booking for this specific account
Click "Export" to download a file with all the bookings made for this user in the date range selected
Activity Section:
This will be located always on the right.
You can review all activities performed by this account.
Use the dropdown box to choose a specific time range.
Click Close to finish the process.
Follow our next article to manage your bookings