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Creating Users Within InstantKB


Users

In most scenarios users are automatically created within InstantKB either through manual registration via your public facing support center or when customers contact you through any of the supported support channels (web, email etc).

It can be helpful however to manually add a user within InstantKB. For example maybe as an administrator you wish to add a new support agent without asking them to register.

To create users within InstantKB please follow the steps below...

  1. Navigate to your InstantKB administrator control panel.
  2. Click Users on the left. This will expand a menu, Click Users again.
  3. From the Manage Users page within the Admin CP click the "Add Contact" button in the upper right as shown below...

  4. From the modal pop-up that appears when you add a contact  select "Web" as shown below...

  5. Once you select a web account you will be provided with the opportunity to enter the new contacts username, email address & password. As we are creating a web account we have the opportunity to provide a password for the new user which will allow them to login to your InstantKB support center. Provide this information & save the new user.

Once you've created a user you will be taken to the detailed edit profile page for the new user within the InstantKB Admin CP to further edit the users profile. From this page you can associate the user with additional user groups or make them a support agent or administrator.


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Details

Product: InstantKB
Type: INFO
Article not rated yet.
Article has been viewed 1.2K times.
Last Modified: Last Year
Last Modified By: Ryan Healey

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