Knowledge Base
Admin
Integration Setup
Features Overview
How To
- Communication Center: How to turn on your communication methods
- Docusign: Go Live Process
- DocuSign: Creating Templates
- SSO Setup
- Provisioning API Client
- User provisioning: API
- Changing user's email
- Read or Audit Data
- Reset User Passwords
- Provide Access to Users
- New Users: Add, Delete, Modify
- Google SSO Setup
- Assign Seats and Licenses to New Users
New Users: Add, Delete, Modify
- Navigate to the Users tab and click orange “Send Invite” button
- New drawer will pop up
- Provide First Name, Last Name and email address. Recommended to enter timezone and indicate if user will have Admin Access
- Click “Invite” to credentials to new user. *Note: User has 24 hours to set up their account
Delete User
- To Delete a user, click on the trash can icon
- “Are you sure” will pop up to confirm the deletion
Modify User
- Click on the user name from the User tab
- Modify User information by selecting the “Edit” in the upper right corner