How Do I Create a New User in SoCast?

Who Is This Article For?

• Account or Company Administrators with access to the Admin feature.
• Applicable to all SoCast themes.

Important Note

The "Manage Accounts" user permission (accessed through http://admin.socastsrm.com/staff) is now only available to Company Administrators. Previously, this permission could be granted to regular users, but this caused permission conflicts and unexpected platform logouts. Users will still have access to accounts assigned to them in the "Account Assignment" area of their permissions. If a user needs access to the "Manage Accounts" function, please elevate them to a Company Administrator role. You may need to contact your Company Administrator to do this.

How to Create a New User

Follow these steps to create new users and login credentials for your company or account:

1. Go to Admin > Users: http://admin.socastsrm.com/staff
2. Set up your permission groups so you can assign permissions to groups of users, rather than configuring users individually. Permissions control which features your users can access.
3. Click Add New Group in the Permission Group module in the right column.
4. Provide a name for your new permission group.
5. Select the checkboxes for the permissions you want to apply to this group.
6. Click Save when done.
7. To create a new user, click Add User and fill out all required fields, including:
• Staff Name: Enter the user's name.
• Email: This will be the email they use to log in and where password reset emails will be sent.
• Password: An email with login instructions will be sent to the user from no-reply@socastsrm.com. Ask the user to check their spam or junk folder if they do not receive it.
• Locked: If this box is checked, the user's account will be locked and they will not be able to log in or access the SoCast platform.
• Timezone: Select the timezone the user works in.
• System Role: Most users should be set as "User." If you are creating another company admin, select "Company Admin."
• Account Assignment: Check all accounts the user should have access to.
• Permission Group: Select one of the permission groups you created earlier and/or customize permissions specific to this user.
• Individual Permissions: If you selected a permission group, these should already be filled in. You may also check any additional permissions you want this user to have.
8. Click Save to finish creating the user.

Once saved, the new user will receive an email with instructions to log in to the SoCast platform.