Manage Users (option available to Company Members)
Watch Video Managing Your Account (3:46)

Watch Video Adding Company Users (5:25)

In order to view and manage user accounts, go to My Account > Manage Users. Here the administrator can effectively manage the members of the account.

The Pricing Calculator at the top of the screen can be used to determine the approximate cost of your membership per month. Simply enter in the amount of users in your system, and the Cost Per User, Monthly Cost, and Discount Rate wil appear.

To add users to the system, fill out the 'Add User to System' form. After you submit the form, the user will receive an e-mail detailing the sign in instructions as well as a temporary password that they will need to change once they access the system. You will only be charged once the user activates his or her account.

Once a user activates his or her account, their information will appear in the CorpNote Users Currently Being Administered field, where they will join a complete listing of all users who are or were part of the system at one point. You can also view the status of members who have not yet activated their account.

You can sort users by their name, e-mail address, or account status, as well as see if a particular user will be included in this month's billing (the total amount of this month's bill can be viewed at the bottom of the field). Administrators also have several activity options:

• Modify - Alter your own information, such as your name, password, billing information, address, and credit card information.
• Modify/Disable - For users who have not activated their account, you can edit their name, title, company, e-mail address, geographic location, account status, and write any notes you have. For users who are already using the system, you can only edit their location and write down any notes. You can disable an account at any time using this screen.
• View Activity - View an analysis of member activity. You can check their account status, times signed in, sent, saved, and scheduled cards, styles set, and favorites set.

If you need additional help, please refer to our Frequently Asked Questions or complete our Priority Email Support Form.