How To Create a Service User / Customer Staff Member
Summary
This article describes how to create one or more service users to which services can be assigned to.
Prerequisites
A staff member account with the 'Account administrator' role
Start
Go to 'Users'
Click 'Add new users'
Fill in the required fields and choose the desired options
Options in this screen:
Assign Staff member roles (Default roles for staff members are ‘Staff member defaults' and 'Account administrator’)
Add more users in this wizard by clicking 'One more user'
Use a different login name than the notifications e-mail address (Login name should be unique throughout the platform)
You can assign available services to the user
You can choose to sent an activation e-mail to the user so that the user can directly choose their own password, you can also choose not to send the e-mail but to manually activate the user after creation
4. Click 'Next' when you are finished creating users