Once you have activated your account in Orlo, the first step is to add the users who require access. Below is our useful guide on how to add a user.
Things to consider ✅
- The user who has activated the account will automatically become an admin user, however, user permissions can be changed after users have been added.
- Users have to have social accounts and user permissions assigned to their user before they can log in. See our guide to understanding user permissions in Orlo.
- Orlo requires that each user have an individual login, with shared logins not being permitted.
- Two-factor authentication can be activated for users, providing an additional layer of security when logging into the platform.
Steps to add users to your account:
1) Navigate to the drop-down menu in the top right-hand corner and select the 'Settings' button.
2) In the company settings area, select 'Manage Users' and select 'New User' in the top right-hand corner. This will direct you to the section where you can begin entering the user's details.
3) Enter the user's First Name, Last Name, and Email Address. You also have the option to include a mobile number to enable Two-Factor Authentication. After you have added the user's details, click the 'Add User' button. The user will then receive an email to activate their account and create their password.
Recommendations 💡
- You can assign individual permissions to users or apply the same permissions to multiple users at once by utilising the Team Permission feature. This functionality not only saves time but also helps you organise users more effectively. An example of this may be creating teams such as a 'Communications Team' and a 'Customer Service Team'.
Once you have added your users, it's time to set their permissions before they log in. You can view our setting permissions guide here.