Implementation Tip: To learn more about users, check out this article.
In order for an individual to access Intouch products, receive notifications, etc., they must be added as a user and the user must activate their account.
You have two options for adding your users:
- Bulk upload all your users.
- Add individual users manually.
If you have just a few users to add, it is probably easiest to manually create the user accounts.
Add a User
To add a user, navigate to Account Settings and go to the Organization Settings page, then click on Users. Click on the + at the bottom of the page.
Enter the user's details.
|First & Last Name||
Users who have a cell number on their account can receive SMS notifications if triggers have been set up to send using text messaging.
A user can belong to multiple user groups.
The notification settings will default to Receive all emails but can be disabled, and options will vary depending on whether your organization has access to the IntouchCheck product.
An Admin user has access to all features in the system. If you do not want the user to have access to all features, set their role to User. If needed, you can then grant access to specific features with user permission rules.
|Send activation email||
If you prefer to not send the account activation emails you can send them at a later date, using the Send Activation feature that will be available on the user's account after it has been saved.
After you have entered all the user's details, click on Save.
Edit or Delete a User
- Click on the user in the list to edit the user's account details.
- In the editing interface, click on the Delete User button at the bottom of the page to deactivate and delete the user's account.