Convert to Users

Administrators have the capability to convert contact(s) to room user(s).

To convert a contact to a user, follow the steps below.

1. Select a single or multiple contacts by clicking on their respective checkboxes.
2. Click on the Convert to User(s) button from the top menu bar.

   

3. On the Convert Selected Site Contact(S) To User(S) window, click on the Role* dropdown and select Editor or Reader.
4. Click on the Actions dropdown and select the actions that the user would be allowed to perform in addition to the basic rights associated with their user access role.
   Note:

   The Actions dropdown displays options based on the role selected.

5. Click on the Convert Contact to Room User button.

   

6. Once the contact is successfully converted to a user, it is displayed in the users list within the User Management module.