Creating a New User


How do I add a new User to our Realm?


A User has access to your Realm and can add and edit content, Contacts, run Reports, and Deploy Campaigns depending on the Permission Level you select. Following are the steps to add a new User to your Realm:

  • Click on the 'Customer Care' icon in the upper right (looks like a person)
  • Go to User Management > View Users
  • Click ADD
  • Enter the Email Address, First Name, Last Name, and Phone number for this individual
  • Check the box next to the appropriate permission level
  • Click SAVE

A 'New Account Information' email will be sent to the email address you entered, giving that individual all the information they need to log in and start using the platform.

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