How to add an admin user

Learn how to add an admin user to the Back Office, assign permissions, and configure settings like password and data masking

You can add new Back Office users, such as admins, only if you have the necessary permissions to manage users.

To add a new Back Office user:

1

Navigate to System > Users > Users.

2

Click +Create in the upper-right page corner.

3

On the Create user page, fill in the following fields:

Create user page

• In the Email field, enter the user's email address.

• In the Password field, enter a password.

  You can also generate a secure password by clicking the Generate button on the right side of the field. To view the generated password, enable the Show password option.

• In the Status dropdown, select Enabled.

• In the Groups dropdown, select one or more groups in which the new user will be included (for details, refer to How to add a user group and grant permissions).

The selected groups define the permissions that the new user will have.

The Administrators group grants all the available permissions to the users included in this group.

• In the Name field, enter the user’s first and last names.

• Select the Send to email checkbox to send credentials to the specified user email address.

• Select the Mask data checkbox to prevent the user from viewing client personal data. With this option enabled, such data as client names, email addresses, and phone numbers will be masked with asterisks (*) for this particular Back Office user.

4

Click Save to register the new user in the Back Office.

For newly registered Back Office users, two-factor authentication (2FA) via email codes is enabled by default. After entering their credentials, users will be prompted to enter verification codes sent to their email addresses when signing in to the Back Office.