For a PDF version of this guide click here:
Log in as an Admin
Ensure you are logged into your admin account.Navigate to the User Management Page
Go to Your Roles > Sales Company > Company Users.
Add a New User
Click the + New User button located at the top right corner of the page.
Fill in User Information
Complete the following required fields:First Name
Last Name
Email Address (Required)
Note: An email is required to complete onboarding.Phone Number
If no phone number is available, use a placeholder such as 000-000-0000.
Important: An invalid phone number will prevent the user from receiving SMS notifications for appointments and milestones.
Assign Office and Roles
Select the office location for the user.
Check the appropriate roles for this user.
Time zone will default to the selected office location.
Password and Welcome Email
Leave the Password field blank.
Check the Send Welcome Email box if you want the user to receive an onboarding email.
Create the User
Click Create User to finish. Repeat these steps for additional users.
If you receive "The email has already been taken." Error
This error may occur for one of the following reasons:
The email address is already associated with a user in another company within the system.
The email was previously used in Enerflo but the associated user was deleted.
To resolve this, verify whether the email is in use under a different account or previously deleted. Contact support for assistance with restoring or reassigning the email. Support is unable to reassign an active user's email if they are in a different org. In this case, consider using an alternate email or modifying the user's email (for example if user@org.com is taken, try user+epc@org.com).
If you receive "The user email came back as invalid and will not receive emails", click "recheck email validity". The error will clear if the system determines it is in fact valid. If it does not, Enerflo Support may be able to enable a temporary override.
If Support cannot override the invalid-email flag: In rare cases, the override option isn't available for a given email address, and clearing it requires an internal ticket that can take time to resolve.
If the new user needs access immediately, you can create their account with a different, already-validated email address, or create an alias, so they can be onboarded.
Create an alias by adding +{ALIAS} to their email. For example, if a sales reps email is salesrep@email.com, you can create an alias of salesrep+company@email.com. This alias will register as a different email in our system so the sales rep can log in, and will forward all emails to their original email address.