Click the Add New Users link on the Users tab in the right part of the screen above the list of users. A new window will open, where you can choose one of two ways to add new users.

• Add users by email
• Import users from a CSV file

In the first case all you do is fill in the online form. It will do, if you have only one or several users to add. The second method comes in handy, when you have to add lots of users. In this case new users are imported into the system from a file.

Add Users by email

To add users by email, please follow the instructions below:

1. Select the Add by email tab in the upper part of the Add New Users dialog.
2. Type one or several emails separated with commas in the E-mail addresses field.
3. If you want to assign the new users to one or several groups, select these groups in the Add users to these groups list. When you assign groups, you may use the filter. You can also create a new group right in this dialog by clicking the Add New Group link in the bottom part of the screen.

4. Choose one of two ways to specify passwords in the corresponding part of the dialog:

   1. Select Generate a random password for each user.
   2. To specify a password manually, select Specify the password and enter password in the corresponding text field.

5. To send login information to users, select the Email each user with their login information checkbox.

   Note: you cannot disable this option, if you have chosen to generate random passwords.

6. If you enabled the option to email each user, you can edit the body of this email in the Invitation message field. To preview the email, click the Preview message link.
7. Click the Submit button.

Once you click the Submit button, you will be redirected back to "Manage Users" page and see a notification that new users have been added.

Import Users from CSV file

To import users from a file, please follow the instructions below:

1. Select the Import from file tab in the upper part of the Add New Users dialog.
2. Download the import template file by clicking the template.csv link.
3. Fill necessary information in the template. Be sure to preserve the structure of this file.
4. Upload the template with your data. Click the Browse button and select your file in the Upload file field.
5. Click the Submit button.

Once you click the Submit. button, you will get back to "Manage Users" page and see a notification that new users have been added.

To edit user information, click a user name (email) or Edit User link under a user name on the Users tab.

You can change user's name and email in the corresponding text fields.

To edit additional user information, fill in the corresponding text fields: Country, Postal Code, City, State, Cell, Phone, Fax.

Groups assignment

Checked groups in the Member of these groups list show current assignments of the user. You may add a given user to other groups by selecting corresponding checkboxes or remove this user from groups by deselecting them.

You may also create new groups in the same window, just:

1. Click the Add New Group.
2. Type a name for the new group in the text field that will appear below.
3. Click the Add button.

Once you click the Add button, the new group will be added and you will see a corresponding notification.

To keep the changes you've made, click the Save button. "Manage Users" page will open, user information will be saved, and you'll see a corresponding notification.

Delete User

To delete a user

1. On the "Edit User" page, click Delete User.
2. Click OK in the popup dialog to confirm the deletion.

You will be redirected to the "Manage Users" page, the user will be deleted, and you will see a corresponding notification.

Note: a user with the Owner rights cannot be deleted, so there will be no "Delete User" link on the "Edit User page with such a user.

Change User's password

To change user's password, please follow the instructions below:

1. Click the Change Password link.
2. Type a new password in the appeared text field. A password must contain at least four characters. You can see what you type by selecting the Show characters checkbox.
3. Click the Save button.

You will see a notification that the password has been changed. Since that time the user must use the new password to log into the system.

View report

To see a report about user's activity, click the View the activity report link.