Crownpeak Employee
Crownpeak Employee

Managing Users in UCP

1. Proceed to

2. Select the Company in the top right section of the website, use the textbox to search for the specified company.

3. After selecting the Company, click on your username profile to the left of the company name, and select the Admin item from the dropdown menu as seen below.

User-added image

4. Click the add new user option and you will be prompted to fill out the new user information.
*Note* - Details should be provided within the case to specify client privileges and access levels. 
If the user is a company admin or this account is being created for a csm, select the appropriate checkbox for each.

User-added image

5. Once all details are filled out click the save option and the account will be created.

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@NickFoster what are the roles and what does each role have access to? 

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