How to create new users

Our product allows users to have different levels of access to the interface, with specific permissions tailored for your company roles.

To create a user you will need a role of Super Admin or Local Admin.

Creating new users:

Step 1)

Please note: 

Once you have created the perfect user type and reports you can clone this user for anyone you want to have the same access and reporting. Save time and choose the ''duplicate'' user option. (the two heads icon to the right) Please follow our Knowledge Base article ''How to duplicate an existing user''

Please go to Settings - > Users - > New users (top right hand side).

Step 2) 

A) After clicking on ''New users'' you will see below screen, Select the relevant organisation level, that the user should have access to by ticking the relevant box(s) as shown below.

NOTE: If you do not select the Organisational Levels you will not be able to see the associated roles when you get to it. Always select Organisational levels before selecting the role. 

Screenshot_2020-07-21_at_11.53.45.png

B). Fill in the new user details as shown below and make sure you assign the relevant role for a new user. More info about roles here ''User profiles and what they mean''

Please do not use the setup login name button unless the user does not have an email address or they are a no login user. 

 

 

Step 3) Once you have set up the details of new user click on ''Create'' (top right hand side) and you should get below confirmation page giving you a summary of the new user that has been created. Remember to Click send so they can login.

Screenshot_2020-07-21_at_11.56.12.png

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Making User Changes:

You can always make changes to the new user details you've created by using the Edit, Disable and Delete options at the top.

 You can always make changes to the new user details you've created by using the Edit, Disable and Delete options at the top.

Duplicating Users

If you've already created a user and you would like to add another user with the same profile. Save yourself the time and choose the ''duplicate'' user option. Please follow our Knowledge Base article ''How to duplicate an existing user''

 

 

 

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