Create a user manually
Most users sign up on your client site. Create one yourself when you want to hand a client ready made access, set up a colleague as an admin, or add someone whose company blocks signup emails.
- Go to Clients → Users and click the round + button. The Create user panel opens.
- Leave Approved and Email verified switched on if the person should be able to sign in straight away. Switch Email verified off if you would rather they confirm their address; they will receive a verification email valid for six hours.
- Enter the Email.
- Click Generate next to Password, then the eye icon to reveal the password so you can send it to the user. Or type a password that includes a lowercase letter, an uppercase letter, a number and a special character.
- Fill in First name and Last name, and choose a Role. Keep User for clients; choose Admin only for colleagues who need this admin. See Roles and permissions.
- Optionally complete the Details section and adjust Groups (see Groups and access types).
- Click Create.
No welcome email
Creating a user as approved and verified sends nothing to them. Send the sign in address and password yourself, or tell them to use Forgot password on the client site to set their own.
Adding many users
For a whole client list, send Cadenzabox a spreadsheet and we will import it for you, backdating creation dates and suppressing verification emails as needed. Contact [email protected].