Admins can create new users for their tenant by following these steps:
1. Specify Email Address
Enter the email address of the new user.
2. Specify User Details
Fill in the mandatory fields:
First Name
Last Name
User Role
Route Inbound Fax To: Choose one of the following options:
Inbound History Only
Fax to Email (email with the document attached)
Secure Web Delivery (email with link to the fax page)
Fax to Email Attachment Type: Select either PDF or TIFF
Password: Set a password (option to require user to change password at next login)
Time Zone
Optional fields include:
Default Cover Sheet
Billing Group
You also have the option to create the user in a disabled state.
Review and Edit User Details
Once the user is created, their details will appear on the user details page. Here, you can make any necessary edits.
