Creating Users

James Pumpelly -

 

 

How to Create Users

Click the Users link under the Your Business heading to add users to the Cloud PMS. From the Manage Users window, click the Add Users button in the upper right-hand corner.

 

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Complete user details. Enter a Name, Email Address and assign permissions. When permissions are assigned, they are highlighted in green. Click the Save button.

 

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Complete User Setup

After saving the new user record, an email will be sent inviting him or her to click a hyperlink and complete the setup process. The first step is to verify the email address on record.

 

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Next, the new user completes a short form, entering his or her name, defining two security questions and specifying his or her birth month and birth day.

 

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Click Next. The final step is for the new user to select and confirm a password.

 

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Click the Save button to complete the process.

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