How to Add New Users

This article will cover the following:

- How to add a new user in your CAKE instance

Setup

To add a new user to your CAKE instance:

1. Click on your main Setup tab.
2. Click on the Contacts sub tab.
3. Click on the Add User button.

New User wizard

When you click the "Add User" button a wizard will pop up and walk you through the necessary steps.

First, you'll be asked to pick their Role.  I've selected Affiliate Manager, although you can select any role you'd like this person to have. You can read more about roles acess in the article on Permissions.

New User Wizard (Step 2)

On step 2 of the new user wizard, enter any information you have for the contact. The name (first and last), email, password and contact type are required to continue.

Departments are available for all clients but do not display if no Departments exist. To add departments, go to Setup main tab > Other Lists sub tab > Departments.

The Include in Mass Emails checkbox determines whether the user can receive user generated emails from your CAKE instance. These are not user prompted emails like "get creatives" or "send login info" and as such, should be opted into and follow any relevant SPAM laws accordingly.

New User Wizard (Step 3)

Verify all entered information on step 3. Nothing is set in stone and any of the above information can be edited at any time, but if everything is correct, click Finish to complete adding the user.

Contact Card

Zoom: Contact Card

Once you've filled in all the required information and clicked finish, the new user will be added and their contact card will open.

At this point you can edit any information or send the user their login information by clicking on the Send Login Information button.