Creating New Users

Applicable to Administrators

You can create users by adding them individually.

Note
As an admin, you must have permissions to create users of any user type. Contact your Smarsh representative if you are unable to create users of a particular user type.

To add individual users:

Log in to the admin portal as an administrator.
Click the User Management tab.
Click Add User.
From the Service Level drop-down, select the user type. This is a mandatory field.
Based on the user type, enter the details described in the tables below.
Click Save.

Pro User

Name	Description	Mandatory Field	Additional Information
First Name	Indicates the user's first name.	Yes
Last Name	Indicates the user's last name.	No
Mobile Phone	Indicates the user's mobile phone number.	Yes	The mobile number is in the format country code followed by the phone number. Select the country code from the drop-down list. Enter the phone number as consecutive numbers including the area code and local phone number. For example, if the user is in the US region: Select the country code +1 from the drop-down list. Enter the phone number as 7744607042, where 774 is the area code and 4607042 is the phone number.
Email	Indicates the email address of the user.	No	Email address is not mandatory. However, email address is the primary parameter to distinguish users.
Username	Indicates the username of the user.	Yes	The username is automatically populated after you enter the mobile number and can be modified. If you modify the username: The username name can contain letters, numbers, and the special characters ".", "-", and "_". The username must contain minimum 4 characters.
Password	Indicates the password of the user.	Yes	The password is automatically populated and can be modified. If you modify the password, ensure that the password complies to the following rules: Contains minimum 8 characters. Contains maximum 20 characters. Has three of the following four items: Uppercase letters Lowercase letters Numbers Special characters. (" ' and , are not allowed.)
Unique Customer Code	Indicates the distinct tag assigned to a user that allows easy identification and filtering capabilities.	No	The Unique Customer Code is an alphanumeric code.
Account Sub Manager	Select the checkbox to add Sub Manager permissions to the user.	No	For existing users, you must assign the Sub Manager permissions individually. In the User Management page, click the Username of the user and select the Account Sub Manager check box.
Add to global address book	Select the checkbox to add the user to the organization's address book.	No

Sub Manager

Note
Communication data is archived only for Pro Users. To archive a user while allowing them to manage others, create the user as a Pro User and assign Sub Manager permissions. This enables them to access the Admin Portal as a Sub Manager and archive their own communication data.

Name	Description	Mandatory Field	Additional Information
First Name	Indicates the sub-manager's first name.	Yes
Last Name	Indicates the sub-manager's last name.	No
Username	Indicates the username with which the sub-manager logs in to the Admin portal.	Yes	The username is automatically populated after you enter the mobile number and can be modified. If you modify the username: The username can contain letters, numbers, and the special characters ".", "-", and "_". The username must contain minimum 4 characters.
Password	Indicates the password with which the sub-manager logs in to the Admin portal.	Yes	The password is automatically populated and can be modified. If you modify the password, ensure that the password complies to the following rules: Contains minimum 8 characters. Contains maximum 20 characters. Has three of the following four items: Uppercase letters Lowercase letters Numbers Special characters. (" ' and , are not allowed.)
Email	Indicates the sub-manager's email address.	Yes	The email address must belong to the domain of the company. Email address is the primary parameter to distinguish users.

Sub User

Name	Description	Mandatory Field	Additional Information
First Name	Indicates the sub-user's first name.	Yes
Last Name	Indicates the sub-user's last name.	No
Username	Indicates the sub user's username.	Yes	The username is automatically populated after you enter the mobile number and can be modified. If you modify the username: The username can contain letters, numbers, and the special characters ".", "-", and "_". The username must contain minimum 4 characters.
Password	Indicates the sub user's password.	Yes	The password is automatically populated and can be modified. If you modify the password, ensure that the password complies to the following rules: Contains minimum 8 characters. Contains maximum 20 characters. Has three of the following four items: Uppercase letters Lowercase letters Numbers Special characters. (" ' and , are not allowed.)
Email	Indicates the email address with which the sub user will log in to WebChat.	Yes	The email address must belong to the domain of the company. Email address is the primary parameter to distinguish users.
Main User Email Address	Indicates the email address of the main user under whom the sub user is created.	Yes	The main user's email address is required to connect the sub user with the main user. The main user can be a pro manager, sub manager, pro user, or pro user who is also a sub manager.

See Also
For information on adding users in bulk, see Bulk User Actions.