Create a Dashboard user account

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:

    DetailsNecessityDescription
    Company/ResellerRequiredTarget entity to create a user account within
    UsernameRequiredName of the user account used to sign in to the Dashboard
    RoleRequiredRole of the user account. See details.
    Use Company’s ContactsOptionalUse contact details of the company, partner, or distributor
    EmailRequiredContact email address of the user
    Contact NameRequiredContact name of the user
    Phone NumberRequiredContact 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.

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View information about the Dashboard user accounts

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Manage the Dashboard user account roles and permissions