Articles on: General

How to create a user account?

You can add customer account details as per your requirement. Click on the 'Add Account' button under the 'Accounts & Contacts' option from the left navigation menu.



Here, you can enter the account name, email address, phone number, etc. You can also choose the 'User Group' to which you want to share this account.

By default, your account will be created at the organization level, everyone in the organization can see your account details. If you want to share your account with any specific groups, select the group from the 'User Group' option.



Click on the 'Create Account' button.



Also, you can download your Account details in XLS and PDF format.

Updated on: 02/22/2022

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