To create a user and invite them to login, follow these steps below:
- Go to Setup--> Manage Users and click on the submenu Manage Users
- Click the Add One button
- Enter the new user's email, full name and permission
- If you are entering an Office level user or an Admin level user, select this permission and your confirm your organization's name. (Click here to learn more about the types of permissions available)
- Click the Submit button.
- If you are live, the user will receive an email inviting them to do a First Time login to establish their password for regular login.
There are several levels of user invitations within RakefetOnline. RakefetOnline-CRM offers several set off-the-shelf type of invites and the ability to create roles for designer permissions as needed.
If you are a RakefetOnline-Hybrid user, please refer to the directions for adding Hybrid users.