Manage Users: Add a User

This article will show you how to add a user

Background

This article will show you how to add a user. 

Overview

1. Access the Administration Settings in CMIX
   • See article: Administration: Accessing Administration
   • Click on 'Manage Users'
2. The next screen will see all of the users available to you based on our login    

   

3. Next click on the '+ User' button on the top right. 
   
4. Make sure to fill out all of the contact information. 
   1. First Name
   2. Last Name
   3. Email (which will be the system login)
   4. Phone Number is optional
      
5. You will also need to select a 'Role'. This will provide general access to all company level surveys. Below are the options:

   

6. You can then select to send the login information to either the 'User' or 'Me'.
7. Click on the 'Create User' button when you are done.