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.

Screen_Shot_2022-07-07_at_9.04.06_AM.png

Click + Invite user.

Screen_Shot_2022-07-08_at_7_36_38_AM.jpg

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.

Screen_Shot_2022-07-08_at_7.48.28_AM.png

The invited user will receive an email from Sourcepoint to configure a new password for their account.

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.