Admins | How do I create new users?

Overview

Cirrus Insight Admins can add new users to their organization's subscription manually or via Salesforce Import from the Admin Dashboard.

Steps

admin manage users dashboard1. Open this Cirrus Insight Dashboard page:
Manage Users - Admin Dashboard

Or, to navigate within the Dashboard, select Admin (top right) > Menu menu-icon > Manage Users

 

 

2. Select + Create User.

Cirrus Insight dashboard
3. From the dropdown menu, select either...

Single User Salesforce Import
...to manually create a single user. ...to bulk import multiple users from Salesforce.
  • Complete all required fields (name/email).

Cirrus Insight import users menu

If you encounter any errors, confirm the credit card on your account is up-to-date. If issues persist, contact our Support team by starting a chat from any page on the Cirrus Insight website.

Updated Dec. 2021 

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