Steps to Add a User in Vendasta
- Go to Your Partner Center
Navigate to:
Partner Center > Businesses > Accounts - Locate the Account
Find the business account you'd like to assign a user to.- If there are no users currently assigned, you’ll see an Add User icon
next to the account name — click it.
- Alternatively, click on the account name, scroll down to the Users section, and select Add Users.
- If there are no users currently assigned, you’ll see an Add User icon
Adding an Existing User
- Find the existing user in the list
- Check the box next to their name
- Click Add User
Creating a New User
- Click Create New User
- Fill out the required information:
- First name
- Last name
- Email address
- Phone number
- (Optional) Custom welcome message
- Send Welcome Message (Optional)
- If selected, the user will receive a welcome email with a login link to the Business App.
- They can click the link and set their password to log in.
- You can also add a custom message at the top of the email if you'd like.
- Click Create User
That’s it! The user is now added to the account and has access to Cloud Campaign through Vendasta.