Licensor Help

How do I convert a contact to a user?

Updated on

Once you have created all of your contacts for each of the licensees. You can convert those contacts to users of the system and give them specific roles depending on their functions.

1. Under Licensee> Address Book

2. Select the Third icon to the left of the contact  name

3. Select the role you want the user to have, press " Save and Invite User"

An email will be sent to the new added user and will be prompt to create a password.

The new user will be able to access the system using the email and password selected.

 

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