How to Create a New User Account

Creating a new user account in our software is straightforward. Here's how to do it:

1. Log In as an Admin: Use your admin credentials to log in.
2. Navigate to User Management: Go to the "User Management" section.
3. Add New User: Click on "Add New User" and fill in the required details.
4. Set Permissions: Assign the appropriate permissions and roles.
5. Save and Notify: Save the new user information and notify the user via email.

Creating a new user account for Purelymail is designed to be simple and readily available for you or your team (provided they have access to the Administrator account).

1. Log into the admin account: Head to the account login page (not Webmail). If you have any issues with this, or have forgotten what the admin account is, you can contact us at support@purelymail.com or create a ticket above.

2. Navigate to User Management: Once logged in, head to the navigation bar at the top and select the "User" option. This will provide you with the screen where you can manage existing users, or create new ones like we are in this instance.

3. Add New User: You can then begin the user creation process. You can begin with selecting their username and domain. Note: custom domains will be under the drop down with 'purelymail.com', so you can still access it.

Next you will want to set the password for the user account. Please ensure this is a long password not following typical and easily breakable password structure.

After this, you can define if the user will have search indexing enabled (useful for searching through emails, however if you disable it then you can save some storage). You can also enable spam filtering. This does not affect automated filtering and forwarding.

4. Set Password reset options: To allow the user to reset the account password on their own, you will need to provide options for the user to reset the account with. This can be a mobile number or email. You can also set this to reset 2FA as well. Do this only if the recovery method is private to the user.

5. Save the user account: Once the above is completed, you can then save the user account to ensure that it is ready to be used, and you won't loose access to it. You also gain more options like 2FA after this. 

The basic account creation is complete. Provided that you don't want to set anything more complex, you can stop here. However, if you do choose to enable 2FA for the account (highly recommended), you will need to reenter the account settings.

6. Setting 2FA: From this stage, you can then set if the account has the requirement for 2FA or not. After enabling this option, it is a good idea that you add the 2FA option immediately. If the user is with you then you can add it to their device, or you can add your own to provide to them later.

7. Creating App Passwords: App passwords can be created from this stage too. If your user is being made for programmatic purposes, or you are signing into applications like email readers, then this is a good idea. This ensures that if the password were to be leaked, then you can delete this individual password without having to reset the main password for the account.

8. Create Backup Codes: Backup codes are a good idea to have, especially if you have 2FA enabled on the user. Create these codes, and store them somewhere safe, preferably away from where the password is stored.

This concludes all of the additional settings that you can configure for the account! You are now ready to provide the details to the user.