This article will cover the following:
Setup
To add a new user to the Admin Portal, follow these steps:
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In the Admin Portal, navigate to Setup > Add User. The New User wizard appears.
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Enter the user’s details: First Name, Last Name, Email, and select a Role. Optionally check Include in Mass Emails.
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Click Finish. On the confirmation screen, choose Send Login Information to email the new user.
Contact Card
After the user is created, a contact card is automatically generated. You can edit the contact card to add additional information such as phone number, address, or custom fields.
- Phone Number
- Address
- Custom Fields (e.g., Department, Manager)
For more details on managing permissions, see the Permissions article.
Note: The new user will receive an email with login instructions only if the Send Login Information option is selected.
If you have any questions, please reach out to your dedicated CAKE Client Success Manager/Account Manager or contact the CAKE Support Team at support@getCAKE.com .