How does a CSA create new users?
Corporate Super Administrators can follow the steps below to create additional Admin users and/or CSAs, and specify exactly which Corporate and Operating Accounts the new user(s) should have access to.
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Select 'USERS' from the left-hand menu, and then click ‘Create user’
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Input the new user's details and click ‘Next’ at the bottom of the screen
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Choose one of the three User Roles from 'Select role' dropdown and then click ‘Add resource’.
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Select the relevant Corporate Account, and then 'Select access' --
- Corporate access - grants access to the Corporate Account plus all associated Operating Accounts
- Operation access - enables you to multi-select which Operating Account(s) the user should have access to
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Press 'Select' once complete and then 'Create' to finish
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The new user will receive an instant email verification prompting them to sign in