Adding New Users in the Admin Portal

Introduction

You can create new users in your Fluid Admin as Reps, Admins, Customers or Contacts. This gives you control over all user types for your company. 

Adding Users

To add new users to the admin portal, take the following steps:

1. On the left hand navigation menu, go down to People and click to expand the drop down.
2. In the drop down menu, you will see Reps, Admins, Customers and Contacts. 
3. Click the user type you want to create:
   1. Reps
   2. Admins
   3. Customers
   4. Contacts
4. Once clicked, in the top corner you will see a blue button that says “+Add {usertype}” 
5. Click the “+Add {usertype}” button and fill out all relevant information. 
6. Once all information is filled out, in the top right corner click the blue button that says “Create and Send Invite”. 

Important Notes

• • For Admin users, please ensure you have selected the role for that user.

Admin users have full access to the system -- only grant admin privileges to authorized personnel.