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Creating a new user

To create a new Control Center user:

  1. Click Admin, then click Users.

    Control Center lists the users for your organization. (Users with the blue outline of a person and gear icon next to their names are system administrators.)
Admin > Users
  1. Click Create New User.
Create New User (showing User Details tab)
  1. When you've filled in the profile, click Save & Continue.

    After you create the user, Control Center sends two emails (to the address you provided): one with the username and login instructions, one with a temporary password. The emails also include your oranization's Control Center system administrators for reference.
Create New User (showing Account Groups tab)
  1. From the list of account groups, you can assign select groups or all groups at one time to the user: 

    • To assign one account group to the user, slide the toggle for the account group to the ON position (in the My Available Account Groups section).

    • To assign all groups to the user, slide the toggle for the account group to the OFF position. (To move all unassigned accounts to the My Available Account Groups section.)
  1. Click Save & Continue.
Create New User (showing Accounts tab)
  1. From the list of accounts, you can assign select accounts or all accounts at one time to the user: 

    • To assign one account group to the user, change the toggle for the account group to ON (in the My Available Account section).

    • To assign all groups to the user, change the toggle for the account group to OFF. (To move all unassigned accounts to the My Available Account section.)
  1. Click Save & Continue.
Create New User (showing Permissions tab)
  1. Change the toggles and sliders to set the permissions for the user:

    • To designate the user as a system administrator, change the Customer System Admin (CSA) toggle to ON. System administrators have access to all permissions.

    • To turn permissions ON and OFF for a whole section (e.g., Billing), change the toggle on the gray bar for the section.

    • To turn individual permissions ON and OFF, change the permission you want to assign on the row for that permission. (Hover over the question mark on the far right of the line for that permission.)
  1. Click Complete & View Profile.