Adding a new user to your Atlas portal is easy.
- Go to the Administration Tab
- Select the green +New User button at the top of the User Management widget
- Fill out the information in the window that pops up
- Confirm with Create User
The new user will receive an email to the address you put for them, they will need to follow the email to create their login and password
There are three user types you can select. They provide various access to the different portions of Atlas.
This access is for agents in your own operation. Think of this as the highest level of access.
Channel Partner User
If you use multiple sales channels, you can designate partner users with less access. They will need to report to a Channel Partner Manager
Channel Partner Manager
For sales channels that exist apart from your organization, these managers oversee the channel partner users