- Go to 'Users'.
- Click tab 'All Users'.
- Click 'New'.
- Fill data.
User role: The desired user role.
Office: The office of the user.
Business line: The desired business line
Password: the desired password plus expiration date.
Personal information: Name, phone number etc.
Work E-mail: this e-mail address is shown as sender.
Linked-In: Use these lines to add social media to your e-mail footer. Out of office: default out of office message.
Function, URL and Notes: are for personal use.
Contact address: Users contact address (use the office address).
E-mail settings: See E-Mail settings.
- Click 'Save'.
Add attachments at Attachments.
Set user to inactive
See this article to set the user to inactive.