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How to Create a New User Account

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

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

Coral uses email addresses as their user IDs.

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.

Please note that payer accounts do not have assigned branches.

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.

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

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