Creating and Managing Individual Users

Step 1:

  • Your existing users are displayed under “Users“ tab.
  • Here you can manage the users and create new individual users – individual users do not belong to an organization.
  • You can filter the user list and export a report.

 

Step 2:

  • You can “Edit” a user.

  • “Set Inactive” a user to disable their account.
  • “View User” to see that user’s account details.
  • You can also see a user’s “Profile” or view their “Calls”.

 

 

Step 3:

  • To create a new individual user, click “New User”. Individual users do not belong to an organization and they don’t have access to organizational features.

  • Fill out the form to create your new user and click “Create User” button.
  • You will see two options for “Payment Status”:
    • Trial User: These users will not be charged.
    • Reseller Managed: 11Sight will bill you for these users.

 

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