How do I add a new user?

Collateral360 users have the ability to add new users. The logged in user has the ability to create a user with a role that is equal to or lesser than the creator’s role.

Instructions

Click Settings in the top navigation bar, then click Company Accounts in the drop-down menu.

Click Add New User in the upper left corner of the Organization Users page. 

Complete the new user form. Fields with a red asterisk are required. 

Click Save and Go Back to Dashboard to finish creating the new user. Click Save and Edit User to create the new user and then continue editing the profile.