New users must be added by a Company Administrator user:
- Select the Company Administration icon on the Home page.
- Select +Add in the Users section.
- Enter the Full Name and Email Address (Title and Phone Number are optional but still a good idea.)
- Select the permission level for the new user: None, Read-Only, Full, Admin.
- Select Submit
That's it!
Phoenix Connect will automatically send an email to the new user asking them to reset their password.
Note: A telephone number is required for some ESF Submissions.