Vendor Managers can add accounts for the survey collectors.
From the Home screen:
Click the Manage Accounts tab.
CSS users are displayed
To Add a New Account
Click Add a New Account.
New User form is displayed.
Enter a Title (optional).
Enter a First Name.
Enter a Last Name.
Enter a Middle Name (optional).
Enter a Phone number (optional).
Enter an Email Account.
Profile option will be pre-selected. No other options are available.
Select a Training Date.
Select a Group.
Check Speak Spanish option if the CSS User speaks Spanish.
Enter a Password.
Re-Type Password.
Click Save.
You will need to send the newly-created user his/her credentials. After successfully logging in for the first time, the system will prompt the user to change his/her password.
To Edit an Account:
Click Edit next to the desired account.
Edit the desired field(s).
Click Save.
You will need to notify the user of any changes made to his/her account.