Add a new user

Follow these steps to add a new user in Engagement Manager.

In Engagement Manager, select

Setup
, then Manage Users
.

Select Add new user
.

Enter the user name and the full name of the user.

In the Initials
field, add initials for the user to use in Engagement Manager sign offs.

Choose if you want to make the user a GoFileRoom administrator.

Select a group from the File storage groups
dropdown.

Select one or more permission groups to assign the new user to the appropriate security roles.

Select Create user
.

After you've added a user, you can select Actions
, then Edit details
to:

Deactivate the user.

Add or edit their initials.

Change Engagement Manager permission groups.

This article applies to: