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    Create a Dashboard user account

    • Summary:Steps to create a Dashboard user account.
    • 1 min read

    To create a Dashboard user account:

    1. Sign in to your account in the Dashboard.

    2. Go to Accounts › Dashboard Accounts.

      Menu item

      The consolidated user accounts page opens.

    3. Click Create User.

      Create user account action

      The New User dialog opens.

    4. Provide the following details and select necessary options:

      Details Necessity Description
      Company/Reseller Required Target entity to create a user account within
      Username Required Name of the user account used to sign in to the Dashboard
      Role Required Role of the user account. See details.
      Use Company’s Contacts Optional Use contact details of the company, partner, or distributor
      Email Required Contact email address of the user
      Contact Name Required Contact name of the user
      Phone Number Required Contact phone number of the user

      Create user account view

    5. Click Create to create the user account.

      If you do not want to create the user account, click Close (Close icon) or press Esc to close the dialog.

      The system creates the user account, and now you can view the relevant information and manage the user account on the consolidated user accounts page.