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How to add a login for a new person

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The written steps below already work. Come back to watch it.

How to add a login for a new person. Owner / Administrator only.

The steps, written out

  1. Open Administration → Logins.
  2. Under Add a login enter the Name and Email or username, choose the Role, and for a customer-portal login also choose the Customer.
  3. Type a Password (at least 10 characters, letters and a number), or leave it empty to email an invitation link (valid 7 days; the person needs an email address).
  4. Press Add login.

Tip

Messages you may see: "Login added.", "Invitation sent to …", "Enter a password, or use an email address to send an invitation." or "That username or email is already used in this company."