What information is required to add additional users?
You will only be able to add an additional user if you are the primary account holder. To add additional users, you will have to navigate to Admin> Additional users (this is located in the ‘Account’ box on the admin page).
Click on the ‘Add new user’ button located which will redirect you to a new page to fill in the details.
You will need to enter the login user ID (this can be the email address, or something to identify the user i.e. NameCompanyName, First name, Surname, Email address, account role/permissions and complete the robot check by inputting the 4 numbers shown on screen.
Once you have entered all details you will need to click the next button to save the details.
You will now need to find this user in your additional users list and click on their name and click to send an activation link. This will send them an email to set their own password and confirm their account set up. This link is only valid for 24 hours.
How to resend an activation link?
Activation links are only useable for 24 hours, after this time they expire and a new link needs to be sent to the user. You will need to find the additional user in your additional users list and click on their name and click to send an activation link.
How to find additional users?
To find additional users you can navigate to Admin> Additional users (this is located in the ‘Account’ box on the admin page).
You can use the person’s name or email address to locate them from the list of additional users.
Who can add additional users?
Additional users can only be added by the Primary account holder.
If you work for a large organisation you may need your manager to email customersupport@cfh.com asking for you to be added to the account, specifying the level of access that you require.
How to add additional users?
You will only be able to add an additional user if you are the primary account holder.
To add additional users you will have to navigate to Admin> Additional users (this is located in the ‘Account’ box on the admin page).
Click on the ‘Add new user’ button located which will redirect you to a new page to fill in the details.
You will need to enter the login user ID (this can be the email address, or something to identify the user i.e. NameCompanyName, First name, Surname, Email address, account role/permissions and complete the robot check by inputting the 4 numbers shown on screen.
Once you have entered all details you will need to click the next button to save the details.