How do I send a User his credentials and login information?
To send the User the login information, go to the Menu and choose Directory. Once here, on the top right there should be Users button.
Once this is selected, the Users will populate. Choose the User you wish to send the credentials to and then open the contact. On the right you should see Email Login Details. Once selected, the email that is present in the directory will get an email with the credentials.
Related Articles
How do I setup a new User and send email with Login credentials?
To set up a new User and send email with Login Credentials, go to the Menu and choose Directory. Navigate to Employees and then open the Employee to allow user access or create a New Employee to be able to give the user access to the app. Once the ...
How do I send Login Credentials to my Client for use with the Client Portal?
To send Login Credentials to Client for Client Portal, go to the Menu and select Projects and pick the Project you wish to email the credentials to. Once here, go to the Client Access tab and click Email Login Details button to send it to their ...
How do I make an Employee a User of the software?
To set up a new User go to the Menu and choose Directory. Navigate to Employees and then open the Employee to allow user access. Once the Employee record is opened, click the edit button on the top right and then scroll down to Allow Login Access and ...
Basic of User Settings
Purpose: To Get the User Setup. Background: This tool is used to setup the software with all your personal information. Points to Remember: Required fields are marked with an Asterisk (*.) To save your work, click the blue Submit button. Steps to ...
How User Number being counted?
The User number is counted based on the number of users that have access to login to the app. Every account has a limit on how many users can be created and the more Employees have login access, the count drops according to the plan you have.