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How to create your own Cincopa team

Cincopa offers you the possibility to create your own Cincopa team. 

NOTE: You can add only new users to your Cincopa team which are not yet owners of Cincopa accounts.

 

In order to use this feature please follow the steps below:


Link new accounts and create your own Team:

1. Sign in to your Cincopa account.

2. Click on Manage Users

 

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3. “Users with account access” page will be displayed. Click on “Create new user”.

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4. Fill in First/Last Name, email address and select the "Access Level" you would like to set for your team user.

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5. You can either create new user with an automatically generated password or you can set the password yourself.

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6. Click on “Create new user” button. Popup window will close and a new record with the new user will be added to your team along with the message “User Added Successfully”.

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7. You are able to change "Access Level" for your team (changes will automatically save) and also remove from team at any time.

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8. All your team members will receive email notifications with credentials to access your Cincopa account.

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Level Access Permissions:

  • Admin – same rights as owner to edit and manage Cincopa account, with the permission to add new users to team or invite new clients.
  • Editor – only edit rights without permission to add new users or invite new clients
  • Viewer – only view rights
  • Suspended – no access

 

 

 

Learn how to create a Cincopa My Client Center (MCC): http://help.cincopa.com/entries/45015914-How-to-create-a-Cincopa-My-Client-Center-MCC-

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