ClientPoint allows administrators to manage user accounts through the Users and Permissions page. This page provides the necessary tools to add, view, and modify user information, including resetting passwords and updating user roles. This is essential for maintaining and organizing access control within your workspace, ensuring that the right people have the appropriate level of access to documents and features.
Steps to Add a New User
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Navigate to Settings:
- Begin by going to the Settings page in your ClientPoint account.
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Access Users and Permissions:
- From the settings menu, select Users and Permissions. This is where all user accounts for your workspace are managed.
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Add a New User:
- Click the Add Users button to initiate the process of adding a new user.
Input User Information:
- You will need to enter the new user's full name and email address.
- Select the appropriate User Type for the new user. This defines what level of access they will have within the platform.
- Choose the correct Workspace and Division for the user to ensure they are placed in the appropriate group within your organization.
Save the New User:
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- After entering all the necessary details, click Submit to save and finalize the creation of the new user account.
Conclusion
The process of adding a new user to ClientPoint is simple and streamlined, designed to ensure that administrators can easily manage user access and permissions. By following the steps outlined, you can quickly assign users to the appropriate workspace and divisions, setting up their access according to their role. This helps maintain organized control and ensures that only authorized individuals can view or modify certain documents and data.
For additional details on user roles or any assistance, you can reach out to support@clientpoint.net.