Topics/Trial Cloud Topics

How do I add a user to the Trial Cloud?

Calvin Ramseyer September 23, 2009

On the top of any page, go to More >> Users

Nextpoint_Demo_-_Cranbrooke_v._Intellex-6.jpg

Click the Add New tab. Type in the email address of the person you want to add and choose their Access Level from the dropdown menu.

users__Add_new-1.png

Click Add with Invite 

If you'd like to add users now but want to invite them to the case at a later date, click Set up now, invite later. Your users will be in the Pending tab. When you're ready to invite them, check the box next to their names and send them the invites.

 

This functionality is available for Advanced users only. If you're unable to add a user, contact an Advanced user on your team or your Project Manager at Nextpoint.

 

Return to Trial Cloud Workflow

 
 
Customer Service Software