mouseover button mouseover button mouseover button
line
this is a spacing image
header images
this is a spacing image

How To Add a New User to an Account in SecureSync®

ID #: 000000

Navigate by Step: Step 1 | Step 2 | Step 3 | Step 4 | Step 5 | Step 6


From the main SecureSync menu select Authorization > Add User

First | Previous | Next | Last

Enter the First Name, Last Name and Select Next

First | Previous | Next | Last

Complete the Password and Confirm Password fields and Select Next.

This will be a temporary password to enable the user to login to SecureSync. The user will be prompted to create a new password upon a successful login.

First | Previous | Next | Last

Complete the following information:

A: Authorization Levels

  • Interaction Authority, may be created by a user with E-level authorization.
  • DR Authority, may be created by a user with DR4-level authorization.

B: Account Information

  • The country code, business phone and email address must be entered.

C: Customer Account Assignments

  • Select the account(s) to which the user will have access. You can select all or add individual accounts.

Upon completion Select Submit.

If multiple accounts are checked, or the 'Select All Accounts' is checked, select OK to apply the changes to all accounts.

First | Previous | Next | Last

When the user has been successfully added, you will see this message:

First | Previous | Next | Last

Once the user has been successfully added, the system will send out two confirmation emails.

  1. SecureBase will generate an email and send it to the new user that includes their user name and password
  2. A confirmation email to the requestor.

Sample Emails

First | Previous | Next | Last