Admins can access options to Create users from Settings > Users or Settings > Network Users.
Create a User
Create a User
Select the “+” sign located in the upper right-hand corner.
The create user setup window opens.
User Name: Enter the email address of the user.
This will be the email used to receive the account invitation email and Kno2 notifications.
Note: If the user field is flagged red:
Confirm the email address is valid.
Ensure the user does not have an existing account that needs to be re-enabled.
First Name, Last Name: Enter the first and last name of the user.
Primary Job Function: Select the primary job function of the user you are creating.
Note: This is internal only and does not have to be an exact match.
Administrator: Checking this allows the user to configure organization Settings and see all message activity.
Send Permissions:
Global Send Permissions will automatically populate based on the configuration of a specific fax number or direct address configuration. (Please note: Global Send Permissions cannot be edited from the user screen)
Select Additional Send Permissions(s) to grant the user permission to send from document sources.
Intake Rules
Global Intake Rule(s) will automatically populate based on the configuration of an intake rule and grant the user permission to receive notifications and view messages for populated rules. (Please note: Global Intake Rules cannot be edited from the user screen)
Select Additional Intake Rules to grant the user permission to receive notifications and view messages from other Intake Rules.
Select Save Changes and the user will appear in the list below in alphabetical order.
Continue steps 1-9 above for each additional user.
Once a user is added, the invitation will be submitted to their email for completion.
The status of their user account can be viewed in the Invitation Status column.
