How to Add and Manage Users

Step-by-Step Guide to Add New Users 

Step 1: Click on the gray silhouette button in the upper right corner of ADP and select "Settings."

Step 2: On the left side panel, under the section labeled “My Company”, click on “User Accounts.”


(Note: ADP allows you to personalize your account using gravatars.)
 

Step 3: Click on the gray "Options" gear in the top right corner of the page.

Step 4: Select “Add User."

Step 5: Fill out the required fields of Display Name and the User’s email address. Optionally, you can provide a mobile phone number, which can be used to receive notifications when set up in an automation.

Step 6: Select User Role (required). More information on user roles and their levels of access can be found here.

Step 7: Scroll down the page and select if the user has a CRM Salesforce account.
 

Step 8: Choose whether the user is to receive a daily or weekly email with new web prospects from VisitorID.
 

Step 9: Choose whether the user is to receive their managed clients VisitorID emails.
 

Step 10: Choose whether the user is to receive billing notifications.

Step 11: Select which clients the user is allowed to manage under “Accessible Clients.” This means the user will be able to login and access the selected accounts.


 

Step 12: Email sync settings will appear once email syncing has been setup. More information on email syncing can be found here.
 

Step 13: Click “Save Changes” and a temporary password will be emailed to the user to login to their new user account.
 

You have successfully added a new user in ADP