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Add New Users (Manually)

To add a small number of users to your Client Feedback Tool (CFT) account, use the manual entry method. Follow the steps below to add users one at a time:

  1. From the modern dashboard, use the left-hand navigation panel to select Settings, then click Users & Security to open the management window. This will take you to the legacy side of the tool.

  2. After clicking Users & Security, you’ll access the user management window, where various options and settings are available. To add a new user, click the Add button.

    This will take you to a new section where you can enter the user’s information. This step is essential for managing your users effectively and ensuring they have the correct access.

  3. Input the email address of the new user
    1. In the provided field, enter the new user's email address
    2. Click Add

  4. Enter the following details for the new user
    1. First Name
    2. Last Name
    3. Uncheck the box for Send Invitation
    4. Enter a Password
      1. This can be a generic password (ex. CFT123###). User will have the option to change password later).
    5. Confirm Password
    6. Uncheck Send Notification.
    7. Click Add.

Once completed, the user will be successfully added to your account.

Recommended Next Step: Send your new user(s) instructions for logging into the Client Feedback Tool for the first time.


Additional Resources