Adding users to a service

Pre-requisites:

• You must have a support user account
• A Black Pear account for the user you wish to add must exist: https://support.blackpear.com/hc/en-us/articles/360049290451-Creating-a-Black-Pear-user-account

 

1. Highlight Services in the left hand panel:

 

2. A list of services which you maintain will be displayed.  Click the Edit Users button:

 

3. Click the + symbol in the right hand corner of the screen:

 

4. Choose the filter you wish to use to display the user(s) you wish to add:

5. Complete the search criteria:

6. A list of users matching the search criteria will be displayed.  Highlight the users you wish to add:

 

7. Repeat step 6, with as many users as you would like to add in one go.  When adding a batch of users in one go, they all must have the same role permissions for the form.  Click the Add Users button:

 

8. Highlight the Role for the user(s):

 

9. Click the Select Role button:

10. You should see a Success message indicated that the user has been assigned to the service: