TrueDialog Portal
Administration > Users
This article shows you how to create a new user. The USERS page provides access to adding a new user and managing an existing user. For instructions on user management, see the Managing Users article.
- Click your Account Name in the upper right corner.
- In the dropdown, select Users.
- Click New User to open a form for creating a new user.
- Fill out the form, taking note of the following:
- The Username must be unique for all of TrueDialog.
- The Password must be at least 8 characters long and include at least one special character, number, and letter.
- The Account can be your currently active account or a direct subaccount. To add users to lower-level subaccounts, first switch to the desired subaccount. Note: Users are only visible to the account for which they were created. Use the Account Tree to see what users are attached to what accounts.
- Click Access Profile and select the User Profile to use. See the table below for an explanation of what permissions each profile has. You can create a custom User Profile by following the instructions in the Creating and Managing User Profiles article.
| User Profile | Description |
|---|---|
| Default System Administrator | This profile grants access to all TrueDialog Portal features, including System Administration. This profile can create, manage, and remove any account or user. |
| Default Basic | This profile grants access to all TrueDialog Portal features, excluding System Administration. This profile can create users. |
| Default Chat Agent | This profile only grants access to the Comms Hub. This profile can create contacts through the Comms Hub. |
| Default Chat Agent (No Contact) | This profile only grants access to the Comms Hub. This profile can NOT create contacts through the Comms Hub. |
| Default Report Only | This profile only grants access to Reports. |
- Click Add to create the user.
- After creating the user, a success message will appear in the upper right corner.
