Adding a User

Adding a User

Establish system access for new personnel by defining credentials, assigning functional roles, and setting account permissions.
You must have administrator permissions to add new users.
Create new user accounts to grant individuals access to the system based on their assigned roles and permissions.
  1. Click
    Add Users
    .
    The
    New User
    screen displays.
    A screenshot of the Add User screen.
  2. In the
    Account Information
    section, enter the user account information.
    1. In the
      Full Name
      text box, enter the first and last name of the user.
    2. In the
      Username
      textbox, enter the username for the new user.
    3. From the
      Role
      dropdown, select a role for the new user.
    4. Toggle
      Account Enabled
      to
      Enabled
      if the user account is ready for use.
  3. In the
    Password
    text box, enter a password that has at least 5 characters.
  4. In the
    Confirm Password
    text box, enter the password again.
  5. Create a
    Password
    for the user account.
  6. Examine the
    Role Permissions
    .
    If any permissions seem incorrect, change the
    Role
    in the
    Account Information
    section to match the expected permissions.
  7. Click
    Save User
    .
    A confirmation window displays.
  8. Click
    OK
    .
The new user account displays in the
Users
list.
After creating the account, provide the user with their login credentials to access the system.