How to Add Users

*This premium feature only applies if it has been selected in your License Agreement


If you only want certain users to be able to use the Lead Retrieval feature in your apps, you will need to upload the specific users who should have access to the Scan Badge Module in the CMS. This can be done by uploading a template or on an individual basis. Fill in each user’s First Name, Last Name and Email fields at minimum.

You can also set the code each person must enter to access the feature by filling in the Lead Code field. If you prefer the Lead Code field be randomly generated, see Generating Lead Codes.

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