How to Set Up a New User Account

How to Set Up a New User Account

How to Set Up a New User Account

Notes
This guide shows process for setting up a new user account on the Central platform, ensuring that administrators can efficiently manage user access and permissions.

2. Click "Switch" to enter the Tenant

3. Click "Tenant"

4. Enter the tenant provided by Nextere or your agency then click "Save"

5. Once the email or username and password are entered, click "Sign In"

6. In Central's landing page scroll to the left

7. Click "Settings"

8. Click "General"

9. Click "Users"

10. Click "+ User" in the top right of the screen to add a new user.

11. These users are part of your agency and are given access based on the roles you assign. For example, if a user is an administrator helping with operations, the principal user can assign them the appropriate permissions here.

12. Fill out the fields (some are required).

13. Once all the required fields are filled in, click "Save".

14. The user is now added.

15. If the administrator needs to change any information, they can click the three vertical dots.

16. The newly created user will need to go into their email to set up their account

17. Click "Set up Account"

18. The user will need to fill in the required fields to create their account

19. Click "Sign Up"

20. Once signed up the user will see a congratulatory pop up

21. The user will go back to the login screen and enter their login information. Once done click "Sign in"

22. The next popup will instruct the user to resend the email confirmation. After clicking "Resend" users need to go back to their email

23. Click the most recent email from Central

24. Click "Verify Email"

25. Once the email is confirmed, the user can sign in and access Central. Click "Return to Dashboard".


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