How Do I Create/Add a User (Without Using SSO)?

Introduction

This article will show you the exact steps to take in order to create and add a new user to your Agent Inbox team.

Resolution

Adding the user:

1. When you log in with access to settings, you'll see the settings icon behind the three dots in the bottom-left corner — select this icon to access Team settings.

   

2. You arrive on the Users overview: a searchable list of all configured users in your account.

   

3. Click Add user in the top-right of the Users list to create a new user.

4. On the Create user / User profile page, fill in at minimum a name, password and define the user type.

5. Optionally, configure the new user's assignments to webstores/channels directly on the Assignment tab — no need to navigate to a separate page.

6. Click Save to create the user.

Learn more

To learn more about all the settings on the user creation page, see:

• How Do I Configure User Settings?

• How Do I Configure My Team? — for the assignment view

E-learning video

For further guidance, watch our e-learning video on how to add and maintain users in Mobile Service Cloud: https://vimeo.com/933653010/71945fe44b