How to Create New Dashboard Users

Quick instructions for creating user accounts and getting your staff started

Only Admins and Sales Managers have the ability to manage users in TDC. This includes adding new staff members to the Dashboard.

This guide walks you through the steps to create a new user and provide them with the resources they need to get started.

Adding a New Dashboard User

1. Navigate to the Staff tab in the top-right corner of the Dashboard.

   

2. Click + New User.

3. Enter your staff`s details (first, last, email address, cell phone number and select the role)

    

    

4. Click Create User.

Once created, the new user will automatically receive an email with:

• A temporary password

• A link to complete their sign-up process

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  That’s it! With just a few clicks, you can add new users and ensure they’re equipped with everything they need to start using TDC effectively.

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  Learn More

Instructions for new users set up are  → here

Sales Department Training Video →  here

Finance Department Training Video →  here