Create a User

How to add a user to your Kno2 organization

Stacy Lane avatar
Written by Stacy Lane
Updated over a week ago

Kno2 admins can access options to Create users from Settings > Users or Settings > Network Users

Create a User

  1. Select the “+” sign located in the upper right-hand corner.  

  2. The create user setup window opens.

  3. User Name: Enter the email address of the user.

    1. This will be the email used to receive the account invitation email and Kno2 notifications.

    2. Note: If the user field is flagged red:

      1. Confirm the email address is valid.

      2. Ensure the user does not have an existing account that needs to be re-enabled.

  4. First Name, Last Name: Enter the first and last name of the user.

  5. Primary Job Function: Select the primary job function of the user you are creating.

    1. Note: This is internal only and does not have to be an exact match.

  6. Administrator: Checking this allows the user to configure organization Settings and see all message activity.

  7. Send Permissions: Select one or more Kno2 addresses to grant the user Send Permissions to send messages on behalf of your organization.

    1. When sending a message, the user will make a selection from a list of these addresses for the From field.

    2. Click 'Add all' if they should be able to send from all addresses/fax numbers.

  8. Intake Rules: Select one or more Rules to grant the user access to receive faxes and Direct messages.

    1. Click 'Add all' if they should be able to view all inbound faxes and Direct messages.

  9. Select Save Changes and the user will appear in the list below in alphabetical order.

  10. Continue steps 1-9 above for each additional user.

    1. Once a user is added, the invitation will be submitted to their email for completion.

    2. The status of their user account can be viewed in the Invitation Status column.

Example of creating a user.

Example of creating a user.

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