Messenger: Add Users via Manage Users

Scope

Steps to add a new user from Manage Users.

Instructions

1. Go to Tools > Users > Manage Users.

2. Click Add User > Add a New User.

3. In Username and Password, enter the credentials that the new user will be able to log in with.

4. In Email, enter the staff member’s work email address used for resetting forgotten passwords. Read our guide for further information: Messenger: Reset Your Forgotten Password.

5. In Mobile Phone, enter the staff member’s mobile number used for previewing messages. Read our guide for further information: Messenger: Send Advanced Messages.

   • Note: Unlike when creating a user via Add New User - read our guide for further information: Messenger: Add Users - entering the mobile number is not mandatory here.

6. Click Submit.

7. In Assign Roles to User, there are three tabs:

   • User Roles: Tick the relevant roles you want this user to have. Read our guide for further information: Messenger: User Roles and Profiles.

• • Tile Visibility: Tick the modules you want to be visible on their Homepage. Read our guide for further information: Messenger: Change Tile Visibility.

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• • Route Permissions: Tick which messages routes you do not want them to use. Read our guide for further information: Messenger: Disable Route Permissions.

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8. Click Submit.

9. Provide the user in question with their login details for Messenger.