Adding a New User

Prior to adding a new user, you should have the following user information readily accessible:

To add a new user to the system, follow these steps:

  1. Select Add User on the top left corner of the menu.

  2. Complete the required fields under the Account Settings heading:

  1. Complete the necessary fields under the Contact Information heading. Enter the user's Name, Office Phone Number, and Mobile Phone Number. These fields are not required, but may be beneficial.

  2. Enable the user's permissions under the Job/User Permissions heading. You will need to know what this particular user will be allowed to do in the system.

For more information on specific jobs, refer to the Jobs tab.

  1. When all required fields are complete, and user permissions have been enabled, select Save User from the top right corner of the menu. Close the new user tab and select the Users tab. The newly added user appears in the user list.

Related Topics