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Adding/Removing Users from a Karatemail2 form

Now that you have been added to a form, it's time to add some users to it. Please note, only administrators for a form can add or remove other form users. (See ‘Managing roles of form users’.)

To begin adding a new user, open your form in Karatemail2 and click on the ‘Users’ tab.

 

 

The ‘Users’ tab shows all the users that are currently added to the form that is currently open, as well as their user roles. To add another user, click on the green ‘Edit Users Access’ button.

 

 

A pop up will display a list of everybody who can be added to this form, as well as those who are already added.

  • For those you want to add: Search for them using the search bar. Click the checkbox to the left of their name so that it is selected.
  • For those you want to remove: Search for them using the search bar. Click the checkbox to the left of their name so that it is not selected.

Once you have selected everybody that you want to add/remove, click the red ‘Update’ button.

 

 

This will add all of the users that had a check next to their names and remove those who were not checked.

FAQ

Q: I don’t see the person that I want to add in the list of users. How do I add this user?

A: For a user to appear on that list, they must have previously logged in to Karatemail2 to initiate their account. If they have logged into Karatemail2 and they still don’t appear on the list, contact our support team.

 

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