How to add or edit a user account

In this article, you will learn how to add, edit or delete users on your Curaytor Platform.

  1. How to Add a User
  2. How to Edit a User
  3. How to Delete a User

 

Add a User to your Curaytor Platform

 

1) Click on Global Settings, click on Accounts

 

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2) Click Add New Account - Enter full name, email address and create a password


3) Once you've created the email and password, the new user will be able to log in.

NOTE: if this user will be using the email tool, please reach out to Support at support@curaytor.com and request that they connect their CRM seat to their new Curaytor account.

 

 

How to Edit a User

 

1) Click on Global Settings, click on Accounts


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2) Click Edit to the left of the account you want to edit


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  • Account Detail
    • Add or edit your headshot
  • Password Update
    • Change your password
  • Blast Settings
    • Edit your Display Name and any other contact or social media information you'd like displayed. 
  • Convert Settings
    • Admin; toggle this on if you want your team member to be able to access your entire Curaytor Platform.
    • Convert Only; toggle this on if they just need to be able to access the Convert Sales tool.

How to Delete a User

 

1) Click on Global Settings, click on Accounts

 

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2)Click Edit to the left of the account you want to delete.

 

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3). Click Delete Account & confirm

 

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