C H A T P O I N T

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Who can create users?
  • Business owner
  • Administrator
Web
  1. Logon by user of Business Owner or Admin.
  2. Click the user administration icon at the top left.
  3. Click the add user icon, then popup [User Detail] screen to create user.
  4. Input information:
    1. Login Name (mandatory)
    2. SET PASSWORD (mandatory)
    3. User Name (mandatory, for display)
    4. Email Address (mandatory)
    5. Internal Reference (optional)
    6. Storage Quota (M) (mandatory)
    7. User type selection (Business Owner, Administrator, Member User, External User)
      [Note: Business Owner can change an existing user to also a Business Owner type.]
    8. Active (mandatory, to activate the user)
  5. Click [SAVE] to accept the input.

Note: You may refer to this video to see the process in action for Web version.

iOS/Android
  1. Logon by user of Business Owner or Admin.
  2. Tap the setting menu icon at the top screen of (Recent, All Groups, or My Groups), or when pressing the left side of the screen then swipe the screen to the right, to get the [System Setting] screen.
  3. On the setting menu, tap the [User Administration] item to get [User Administration] menu.
  4. On the [User Administration] menu, tap the  user creation icon at the menu top to get [User Details] menu.
  5. On the [User Details] menu, input the following:
    1. Login Name (mandatory)
    2. Set Password (mandatory)
    3. User Name (mandatory, for display)
    4. Email Address (mandatory)
    5. Internal Reference (optional)
    6. Storage Quota (mandatory)
    7. User type selection (Business Owner, Administrator, Member User, External User)
      [Note: Business Owner can assign an existing user to also be a Business Owner type.]
    8. Active (mandatory, to activate the user)
  6. Tap [SAVE] to accept the input.

Note: You may refer to this video to see the process in action for mobile version.

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