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How To Add A User To A Site

Written by Marissa Orsini

Updated at April 27th, 2023

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Scope

Intended Audience: All End Users

This document outlines how to add a user to a previously created Site in the manager portal.

 

Requirements

Office Manager access to the Manager Portal or higher

 

 

  1. In the Manger Portal, click on Users and locate the extension you want to add to your site, then edit their profile.
  2. Once you're on the user's profile page click in the blank field next to Site and select the site from the drop-down or input the name of the Site you want to add the user to if there are numerous options. Save the user's settings.
  3. From the Users tab of the Manager Portal click on Sites and then view users to you can verify the user is present in the one they were added to.
  4. Your user is now added to a Site and can be managed by the Site Manager.

 

site add user add

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