Create a User

Create a User

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

  1. Click nav-users Users in the left navigation.
  2. Click plus Create User.
  3. Enter the user's first name, last name, and email address.
  4. 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.
  5. 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.

Notes
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.

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