An administrator at a security agency can create any role at either the agency itself, or in any company that is served by the agency, including that of an administrator for the company. The company administrator can create any role in his or her company, including another administrator. So the first company administrator needs to have been created by the agency administrator.

STEP 1
Add New User Profile

STEP 2
Fill Out New User Information

You will be prompted to add the new user’s name, email, and phone number (optional). This email address will be used for their iDter Account, and an invitation to set up the account will be sent by email to this address. Please make sure you enter the email correctly.

STEP 3
Select User Role

Tap ‘Role’ to select the level of permissions the new users will have. Select Administrator, Manager, or Associate. Tap “Add User” to set up the role and return to the user profile. The user’s name and role can be easily changed later. Note: The first Company Administrator role can only be created by a Security Agency Administrator.

STEP 4
Select Done and Check for Email

Select Done to add the user to this company and send them an iDter welcome email. The new user will now appear in the list of users at that company. If you need to, you can edit their information (name, phone number, or role), reset their password, or remove them.

IMPORTANT: You WILL NOT see a confirmation in the app that the email was sent. Make sure to check with the new user to confirm they received an invitation email. Send the new user the Welcome to iDter package if necessary.