Method

  1. Go to 'Users'.
  2. Click tab 'All Users'.
  3. Click 'New'.
  4. 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.
  5. Click 'Save'.
    Add attachments at Attachments.

Set user to inactive

See this article to set the user to inactive.

Did this answer your question?