Admin Access required.
To add a new user to your organization's Sourcepoint account, click Super Admin on the left-hand panel and select Users from the subsequent menu.
Click + Invite user.
Use the subsequent modal to input the new user's:
Field | Description |
Name | The new user's name. |
Company email | The new user's email address which will be used to log into the Sourcepoint portal. |
Dialogue Properties | Select the properties accessible to the new user from the Sourcepoint portal if they are managing any aspect of Dialogue/CMP. |
Permissions |
Select the features on a per product basis that the new user can access. Click here for more details about each permission setting can be found. |
Diagnose Properties | Select the properties accessible to the new user from the Sourcepoint portal if they are managing any aspect of Sourcepoint's Diagnose tool. |
Note: If the new user is an admin, toggle the button for Admin access.
Click Send Invitation when finished.
The invited user will receive an email from Sourcepoint to configure a new password for their account.
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