Creating a user manually adds a new account to your Slayte platform. The user receives an email with login credentials if you choose to send one during creation.
Create a user
- Click
Users in the left navigation.
- Click
Create User.
- Enter the user's first name, last name, and email address.
- Check Generate and send login credentials to email the user a username and temporary password automatically. Leave this unchecked to create the account without contacting the user.
- Click Create.
The new account appears in the users list immediately. Assign roles to the account before the user logs in. See Manage User Permissions.
If your platform uses a CRM or AMS integration, new users are typically created in that system first and synced to Slayte at login. Creating users manually is best for non-CRM platforms or when adding admin-only accounts.