Create New Chat User

Create a New User

Overview

Cadence Chat users can be created by Admin users within a team. A user will have an individualized Cadence login and will be able to access data and information associated with the team it is created in. This article will explain where to find the area to create new users as well as some considerations when managing users.

Locate Users List

In the left hand side navigation, click on "Manage Team"

The Manage Team page will show you any of the users set up with access to your chat team. You can also make adjustments/edits to existing users from this page by clicking the dots to the right hand side of them.

Create a New User

1. Click [Invite User] to add a new user to your team. 
   1. Clicking the button will trigger a guided setup process that allows you to configure the user's basic information, access level (user or admin) and phone number options (number or numberless). 
2. Fill in basic information-this includes Email, First Name, Last Name and UserID

3. Access level: User or Admin

4. After the user is created, click [Send Welcome Email] and [in order to notify the individual that a Cadence Chat user has been created for them].

Note: Administrators automatically have access to Chat in any team(s) where it is enabled that they are in and can see which users have access to Chat in the User List.

Considerations

When setting up a new user, consider the type of access (Admin vs. standard user) the individual will need. As a general rule, there is no reason to give individuals access to the additional tools that come with being an Admin if that person will likely never use them. These tools include the ability to manage data exports and set up new users.

Adjustments can always be made later on, so if you find that you need to change information or settings for an existing user, navigate to your users page and click the dots to the right of the existing user to make modifications.