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Manage User Access and Navigation Menus

Regional Administration: New Users and modifying user access to menus

Zaid Akel avatar
Written by Zaid Akel
Updated over a year ago

Once you have received confirmation that a new user can be created in PREO (https://intercom.help/preo/en/articles/8770974-how-to-request-new-preo-user-credentials) you may use these instructions to configure the new user.

  1. Navigate to Admin Tools > System Users

  2. If this user is a standard user setup, find an existing user in the same core with the same user roles. Select the existing user and click "New User (Copy Existing)"

    1. This is the recommended path to create new users as it will also copy the navigation menu packages and automate some other requirements.

  3. Enter the SNOW incident reference number and TAB out of the field. The remaining form will be displayed for you to continue.

    1. Click Save

  4. Review the User Configuration to ensure the setup is correct. If the user is a sales rep, you will need to configure their Commission Plan and Quota in the gray sections at the bottom of the page.

Navigation Menu packages give users access to menu navigation links. If a user is missing access to a page, you should check the navigation menus attached to their profile first.

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