How to give a new user access to your Clym account

Steps you need to take to give a new user access to your Clym account

If you would like to add a new user from your team to your Clym account and provide access to your Clym admin dashboard, please follow this 3-step process:

 

1. Log into the Clym admin

You should have received a magic link in your initial onboarding email. Please click Sign in from the email to get started. Alternatively, navigate to Clym's home page and click on Sign in in the upper right-hand corner. To learn more about the ways to login to Clym, please visit this article.

 

2. Open your Access page

Navigate to the Access menu option on the left-hand side.

 

3. Add new user

In the top right corner, click Add User.   Screen Shot 2022-09-01 at 1.49.06 PM

 

In the pop-up window, enter the email address of the user and click Save. The new user will receive an email that contains a temporary account activation link. Once the user opens the link, they will be logged into Clym Admin and will be able to complete their account set up. The user will then have full access to your Clym account and the admin dashboard.

 

View the My Account section for more information about managing a user's account.

 

Please note, if you come across any challenges, you can reach out to us via chat or email us at support@clym.io.