Overview
Adding users to EZLease can be done one of two ways:
- If your account has a Super Admin set up, contact that user and they can add new users to your account.
- If your account does not have a Super Admin set up, submit your request to EZLease support, including the users full name, email address, and role (See: Role-based access)
Adding users as a Super Admin
Only Super admins can add users.
To add a new user, simply click the Add User button at the top, and enter the user's username, email address, and client role(s). As soon as you click Save, an automated welcome email is sent out. The welcome email is sent to the email address that was entered when adding the user, and it contains the users' username, a temporary password to log in, and a link to EZLease. When a user logs in for the first time using the temporary password, they'll be prompted to set a permanent password for future use.
Note: Temporary passwords expire after 14 days. Super admins can resend welcome emails directly from the User Management workspace by clicking More Actions and selecting Resend Invite. Once a user logs in for the first time and sets a permanent password, Super admins can no longer resend the invites. At that point, user's must use the "forgot password" link on the login screen.
Below are the steps for adding a new user:
Step | Action |
1 | Click the Add User button. |
2 |
Enter the user's email address and a username.
Note: Usernames must be unique, and cannot be changed once added. Additionally, usernames cannot contain spaces. |
4 |
Update the Client Role(s). Roles can be updated one at a time by selecting the appropriate radio button, or in bulk by clicking the "apply to all" icon at the top.
Note: Roles can be updated later. For more details on roles: Role-based Access |
5 | Click Save or Save and add another user, as needed. |
Related Links:
Managing users as a Super Admin | EZLease Dashboard | Role-based access control (RBAC)