Friday, January 17, 2014

Adding New Users



You can add new users under Admin, User Logins.

Each username must be unique across all AddressTwo users. If you add a username that already exists in your account or in another account, you will get a message that looks like this:

The Username you selected already exists. Please click your browser BACK button and try again.

The user name you are trying to add may exist in another Address Two account.
User names must be unique from all Address Two user names.
Please use a different username.

You can assign permissions to users to restrict the capabilities of each user.

Administrators: see all data and change settings
Administrators  are the highest level of permission and can see and do everything in AddressTwo.

Super Users: see all data
Super users can see all contacts but cannot make changes to administrative settings.

Managers: see only their data and subordinate data
Managers can be assigned sub users under the 'Assign sub users' link by their user name.

Restricted: see only their data
Restricted users also can not use global update or export contact data

There is a link to the  abreviated permission list under  the link called 'guide' under user permission.
Administrators: see all data and change settings
Super Users: see all data
Managers: see only their data and subordinate data
Restricted: see only their data
Production: see only projects that they are assigned

Once you add your new users you can send them their user name and password, or they can request their user name and password in an email  with the forgot password tool. On the main screen  by the login form at the top, click the (forgot?) link. This will let you put in an email address, and the user name and password will be sent to the user with that email address.