Content Comparison

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Column	Description
Online	Indicates the user’s login status: Green check mark indicates the user is logged in Grey check mark indicates the user is logged out
Active	Indicates the user is active or inactive Click Show Inactive Users on the upper right to display both active and inactive users
Lock	Indicates which user is being locked Administrator can turn the toggle On to lock specific users User account being logged into must not be locked by administrator or other user Administrator can turn the toggle Off to unlock specific users User account being logged in is automatically locked after a specified number of wrong tries (configurable for each organization)
Add Button	Create a new user
Export Icon	Allows admins to export a complete list of all Insellerate users from the User Administration into an Excel file that is sent to My Reports for download. Filters applied before export will not apply. It includes all fields and inactive users.

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Basic Information

The Basic Information section contains information about the user being added/modified.

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The following updates are required to add an email alias:

In the More Options section of User Registration, add a new field for each user called Email Alias.
Add a check box next to this field called Send from Email Alias.
- If Send from Email Alias is checked, the email alias will be the From for all emails sent by the user. The Reply To will remain the primary email address of the user.
- If Send from Email Alias is not checked, the primary email address for the user will be both the From and Reply To.

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Custom Fields are part of inTouch Tags and Webhook Tags. This pertains to the primary agent assigned.

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Info
Administrators can only see users associated with branches they have permission for. When an administrator creates a new user, they can only assign the user to branches they have permission for.

Select User Registration from the Admin drop-down menu.
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The User Registration (Manage and Edit Users) screen opens.
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Click Add.
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The User Registration (New User) screen opens.
Complete the required information (identifed with a gold asterisk) at a minumum.
Click Add to submit the new user information.
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Info
The new user will appear in the User Registration (Manage and Edit Users) list. Use the filter feature in any of the columns to find the new user within the list.

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Select User Registration from the Admin drop-down menu.
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The User Registration (Manage and Edit Users) screen opens.
Click the pencil icon to the right of the user’s name.
View file
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The User Registration (Edit User) screen opens.
Make the desired changes to the user information and click Update.
View file
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