Quick Tip: How to Add Users

With the new year upon us many are looking to add more users for their ProWorkflow account.

This is a two step process that is easily done via the Client Area and then in the additional user’s contact record.

Step 1

Login to the Client Area, go to the Add Users page and then select the New User Number from the drop drown list.

Step 2

Go to the Contacts Page and either create a new staff user or edit a current contact, you’ll need to check that the Contact Type is set to “Staff” and that they have Allow Login set to “Yes”.

If you have any worries then just drop a line to Support – they’re happy to help

Tags: add users, client area, contacts, login