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Users - Add an email user

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Written by Sara Brace
Updated over 12 months ago

You must be a Manager to take advantage of this functionality

If you would like to add an email user to your account, you can do so from our dashboard. Simply follow the steps below to get started. For more information on user types and permissions, read our Users - Overview article.

How to add email users:

  1. Click "Create New User" in upper right hand corner

    Screenshot_2023-05-09_at_12.27.20_PM.png
  2. Click the Standard User option

    Screenshot_2023-05-09_at_12.29.01_PM.png
  3. Select a Location

    Screenshot_2023-05-09_at_12.30.52_PM.png
  4. Enter all required fields

  5. Click Submit when you're ready

    Screenshot_2023-05-09_at_12.32.16_PM.png
  6. Your new users will receive an email to set a password. Click Set new password to proceed.

    156520539072742750.png

    NOTE: If they do not receive an email within a few minutes, please check their Spam folder!

Your users are now ready to start using Record360!

For more information on how to add other user types, you can read:

If you need further assistance, please email support@record360.com

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