Add New User

To add a new user:

  1. From the main menu, click Administration, then click Manage Users.
  2. Click on the Add New User tab.
  3. In the User Name field, type in a unique Username. Usernames can be up to 50 alpha-numeric charac­ters. (This field is mandatory.)

    Note:

    Fields with a star (*) are mandatory.

  4. If employee ID’s are used by your organization, enter the information into the Employee ID field.
  5. From the Access Level dropdown box, click the down arrow and select the appropriate Access Level.
  6. Enter the employee’s Last Name, First Name, and Mid­dle Name in the provided fields.
  7. Enter the employee’s e-mail address in the E-Mail Address field.
  8. In the Password field, enter a unique password with 8-12 characters, an upper and lowercase letter, and at least one number. Pass­words are case sensitive. Retype the password in the Verify Password field.

    Note:

    If a Company Password has been established, then the company password will auto-populate as the initial password for the new employee. 

  9. Click Save on the toolbar.