How to create users the manual way

Types of users

There are 2 types of users:

1. Individual Users: These users only see lists that are specifically shared with them or that they make themselves
   Ex: Teachers at a school shouldn't see every student, only their own
2. User Groups: These users all share lists. When 1 member makes a list the other members of the group can see and use that list as well. 
   Ex: Administrative staff at a school. They should be able to see all contacts for that school and sharing lists does not share data to people who don't normally have access to it.

**Note: At this point users can only be in 1 group at a time.

Who can manage users?

Only the primary group account (superadmin) can manage users. There may be many users who are members of the primary group (admins) but only the group login itself can manage users. Everyone else will be prompted to change their password from the same link.

How to Create a User

1. Log in to the primary group.
2. In the top left click on the green box or drop down at the top
3. Select User Accounts
4. If you are adding an individual user/teacher then
   1. Click on Add User
   2. Enter the user's first and last name
   3. For the User Login Name enter their full email address
   4. Assign them a password
   5. If you want their phone calls to have their number as the caller ID enter it in the Outbound Caller ID
   6. Unless you know for sure you've set up SPF for us check the box for Use Displayed "From" Email only as Recipient of Reply Emails and enter the users email address in the box
   7. Enter the users email in the Email Address for Password Recovery box so that they can use the "forgot my password" function
   8. If you do not wish the user to be able to send voice, text, or email uncheck the corresponding box(es). By default they are all enabled for new users.
   9. Click OK
5. If you are adding a group member
   1. Click on the group you want to add them to
   2. Find the alternate user section. This has a large box on the left and 2 smaller boxes to the right with Add and Remove buttons
   3. For the User Login enter their full email address
   4. Assign them a password
   5. Click Add to move them to the right side box
   6. Repeat C, D, and E until all new group users are added
   7. All members of a group have the same security. Changing any other options affects all members of the group. 
   8. Click OK at the bottom to submit your changes
      **Until you click OK the changes are not saved and users have not been created!
6. Notify the users of their password so they can log in