User accounts can be created and edited in section Management. Access this via the button at the top left.

In the Client/Company area, click on Companies & Clients to find these tabs:

• Staff: Here you can create new user accounts, edit, deactivate, or delete them.
• Licenses: Here you can see your existing licenses for specific tools.
• Companies & Clients: Here you can create new clients and user accounts for these. You can edit, deactivate, or delete these accounts here.

1. Go to the Staff tab to create a user account in the current client.
   OR
   In the Companies & Clients tab, click to select the subclient in which you want to create a user account. The client must be marked as a sender.
   
   
2. Choose Create user account action at the bottom right.
   
   
   
3. In the opened form, assign a role to the new user account, enter the name and e-mail address of the staff member and define the username. Close the form via button Create user account.
   
   
   
4. The staff member automatically gets an e-mail to set a password for his or her new user account.
   In addition, tell the staff member his user name and the ID of the client of his user account. He needs this information for login.
   
   

   The staff member should use the password link contained in the email promptly, as it expires after 24 hours unless otherwise specified!

By clicking on a user account, you can see details of that user and modify them as follows:

• Edit: Edit first name, surname, e-mail address, or username.
• Role: Change the assigned role
• Control client access: Standard: Access to all clients or specify which clients the user is allowed to access, optional: Select the default client to which the user automatically switches after logging in.
• Reset user account: Sends a registration email to the user. It is only advisable to use this in the following cases:
  1. The user is not registered but should be able to log in.
  2. A new user account has been created, but the user has failed to click the registration link in time.
  3. The user has activated the two-factor authentication, but his smartphone/app is not available anymore.
• Activate: Activate or deactivate user account. A deactivated user account can be reactivated if necessary. Six months after deactivation, an account is automatically deleted for data protection reasons. The action Activate is not available for users who are not registered.
• Delete: Delete user account. A deleted user account is completely removed and can no longer log in.

If a user account was deleted by mistake or by an automatic process due to inactivity for data protection reasons, it can be recovered. In this case, please contact our support team via ticket.