Creating a New User Account

Overview


You may need to provide access to FirstRain for a new employee in your company.



Solution

  1. Log in to FirstRain.
  2. From the left-side menu, click on Your Name and select Administration.

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  3. Click Create New User in the upper right corner of the Users tab.

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  4. Enter the required information for the new account:
    • First Name
    • Last Name
    • Email
    • TimeZone
    • Specify if the user should have Administrator rights.
    • Specify if you want to Send Invitation email with a password reset link to the new user.

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  5. Click Create to complete the process.
    Note: If the Email field is highlighted with red after clicking Create, refer to the article Cannot Create User Account In FirstRain.

  6. If the Send Invitation option was selected, a new window will appear - select Personalize option to change First Name and Last Name in the email body; otherwise, select Non-Personalize.
    Then, click Send.

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<supportagent>

When creating an account for a customer, agents need to select the customer's organization in step 4. All other steps would be the same.

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</supportagent>



Testing

If you have enabled the Send Invitation option in step 4, ask the user to check their email and set up a new password using the link they received.

Otherwise, the user should be able to reset their password manually from the FirstRain login page, and then access the application.
Note: The FirstRain login page URL is the same for all our customers.

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