Page Comparison

From the IRE dashboard menu (on left):

• Click Settings, select Admin then click Manage Users

  

• Click New User Wizard

  

To create a new user account, enter the following information:

• User Name (login name): enter the user namefor the account
  It is recommended to use first name and first letter of the surname - e.g. LukeP

• Mobile number: enter the user’s mobile number
  This number will be used for verification codes
  Codes are sent when logging in from a new computer/device

• Email address: enter the user’s email address
  This email address is used to receive the login details when logging in for the first time
  It is also used if/when the password needs to be reset - the new password will be sent to this address

• Role: select the role permission to assign to the user - choose from Bronze, Silver or Gold
  Diamond should only be applied for the Managera manager/Directordirector/Owner of the business owner

• Authorised products: select which IRE products the user should have access to

• Default home page: select the default home page for the user
  This is the page they will see when logging in

• If you would like to set up a team member to associate with the account:

  • Click Yes – Set up Team Member - see section below Step 2: associate team member

  • If not, click No - Finish - this will create the user and close the wizard

  

Use this screen to create the team member’s email signature:

• Type required text

• Use the formatting options (highlighted below) to change text size and colour
  The insert/edit image button (3rd button from left) can be used to add a logo to the email signature

• When all details have been entered, click No - Finish
  This creates the new user account with the team member association (and email signature) set up