Service Manager
How to: Add a user
Security > Users > How to: Add a user

Only users in the 'Administrator' or 'HR Manager' role can add users.

To add a new user record

  1. From the home page choose Security        
  2. Click on the Users Tab
  3. Click New
  4. Enter the Username this will be used as the login
  5. Enter and confirm a password
  6. Enter the Full name
  7. The users will be marked as Active by default
  8. Default Screen is the page the user will first see after logging in. For instance a user in the 'Accounts Manager' role may wish to see the Invoices page by default
  9. All other fields are optional
  10. Choose Save   

The new user has now been created and will be displayed

 

 

See Also