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How to Create a New User Account

New user accounts can be created under the User Management tab.

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Administrators can create basic users and billing users, but only the Super Administrator can create other Administrator accounts.

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Coral uses email addresses as their user IDs.

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When creating a new user, select the Only Assigned Referrals option if you want this user to only have access to a referral you assign them to work. Otherwise, select All Referrals to give this user access to all referrals present in your organizations account.

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Please note that payer accounts do not have assigned branches.

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When finished, click the create button and an email will be sent to the new user providing them with a one time password used to sign in for the first time. The user will then need to create a new password for themselves.

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If you have any further questions, please send an email to support@coral.io

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