How To Create New Admin Accounts

Description

This article will cover how you can create more admin accounts for your staff to use Converge. This will allow you to track who made changes to Customers. We recommend that you create a User for each one of your staff for this reason.

Requirements

  • An Admin level Converge account
  • The email address of the person you want to add to Converge

The Process

  • Log into Converge
  • Click on Admin drop down and select Accounts

  • Fill out the details under Add Users
  • Choose a Role. Users can provision and manage new Customers. Admins can do this as well as create new Converge Users and adjust Payment details
  • Click Create

The new User will receive an email with the login details you have set for them