We're creating a user name for an In-house user...let's get started!
To create a user name for an In-house user, log into your portal at Crik-IT.net:
A) Click onto the Tools tab:
B) Click onto Add Portal User:
C) Next to Relationship, click the drop-down arrow and click onto In-House and click next:
Create a name for your In-house user and click next:
Now, fill out all the requested info.
Important: if you are just testing Crik-IT, when asked for the In-house user's email address, use your own email address. When Crik-IT creates a user name, a "Welcome" email is automatically sent to the email address you enter.
When done, click the Create User button.
Crik-IT confirms it has added the new user name by showing you the screen below.
Your in-house user will then receive two emails from Crik-IT. One is a welcome to our portal email, the other one contains your in-house user's username and a link to set up their portal password. The link to set up the password will expire in 24h if unused.
Questions? Email us at support@crik-it.com.