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Create a Card Office User

Create a Card Office User

Owned by Tony Erskine
  1. Either, create a cardholder account for the new card office user or find an existing cardholder..
  2. Clicking on the cardholder's name will take you to the "Edit Person" screen.
  3. Check the box next to "Change Password."
  4. Enter the card office user's new password and confirm the password.
  5. Under "Roles," check the box next to "Office".
  6. If the new office user should also be a director, check the box under "Roles" next to "Director."
  7. Click the "Save" button.
  8. Click on "People" in the navigation menu to return to the People Page.

 

 Office UsersDirectors

Create Cardholders

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Do you still have questions?

We're always happy to help, so please don't hesitate to contact CloudCard Support if you have any questions, comments, or feedback. Thanks! (smile)

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