Configuration Step 4: Customizing User Permissions

Now that you've finished configuring the Verified First Salesforce App, you can start adding the users you'd like to be able to interact with the App.

From the "Verified First Portal" tab, click the gear icon on the top-right and select "Users."

From here you can view, edit, or delete current users, or add new users. To add a new user, click "Add New User."

Next you'll enter the new user's Name, Email and Phone Number. You can also select their default Package and File Owner.

Next, you'll need to clarify your new user's permissions. Select the appropriate permissions for this user and click "Create." The new user will then receive activation email prompting them to create a unique password. You may adjust permissions as you see fit.

If you have any further questions, or need a product enabled on your account, 
please contact Verified First Client Services for assistance.

Call 844-709-2708 or email ClientServices@VerifiedFirst.com