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How to Add a User

How to Add a User

Problem

You need to add a user in BxLink.

Solution

 

Add New User

Click on your name to activate the drop-down menu. Select “Users.”

 

Click “Add New User.”

 

Add personal details, account details, contact information, and desired integration and SSO (if applicable). Then click “Create.”

Only the fields with a red * are required to add a new user.

 

An email will be sent to the new user with a temporary password with which they can log in to their new account. They’ll be prompted to create a new password immediately upon login. You will want to let the user know what their username is, as it is not included in the Welcome Email for security reasons.

Make sure the new user checks their spam folder for this email if they cannot find it in their inbox.

 

At any moment you can return to the “Manage Users” page and click on a user to change their role, disable their account or alter any of the user information.

 

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