Creating a user in scoreCEO is an essential task for managing your team and optimizing your workflow. In this tutorial, we will guide you through the process of creating a new user in scoreCEO, providing step-by-step instructions along with a helpful video demonstration.
Video Tutorial: Before we dive into the detailed steps, we highly recommend watching this video tutorial, which visually walks you through the entire process:
Please follow these steps to create your new User.
Step 1: Log in to scoreCEO The first step is to log in to your scoreCEO account using your credentials. Make sure you have the necessary permissions to create new users.
Step 2: Go to User Management Once you're logged in, navigate to the "User Management" section. This is where you can manage all user-related settings and configurations.
Step 3: Click Create New Within the User Management section, locate the "Create New" button and click on it. This will initiate the user creation process.
Step 4: Fill Out the Required Information A user creation form will appear, prompting you to provide the necessary information for the new user. Fill out the required fields, such as name, email address, and any other relevant details.
Step 5: Select the User Role In scoreCEO, user roles define the permissions and access levels for each user. Choose the appropriate user role for the new user from the available options. This will determine their privileges and restrictions within the system.
Step 6: Save Once you have filled out all the required information and selected the user role, click the "Save" button to create the new user. Congratulations! You have successfully added a new user to your scoreCEO account.
Creating a user in scoreCEO is a straightforward process that enables you to manage your team efficiently. By following the simple steps outlined in this tutorial and referring to the video demonstration, you can quickly add new users and tailor their access levels to suit your organization's needs.