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First, consider:

  • If you have 10 or more users to add, you might consider doing a user upload.
  • All user accounts must be assigned to a profile and can optionally be assigned a site, department, and role–set these up before you begin adding new users to keep the process efficient.

To add a new user account:

  1. Log in.
  2. Go to the “Administration” tab.
  3. In the left column menu, click “Users.”
  4. On the User List screen, click the “Add New User” button at the top.
  5. Complete the new user fields. Required fields are user ID (recommend email address), First Name, Last Name, Email, and Password.
  6. If you wish to email the user their account information select the “Send Account Information” box.
  7. Hit “Continue” when all fields are complete.
  8. Select an existing Profile from the dropdown menu or create a new Profile.
    1. User Permissions are controlled by Profiles. By default, your platform will have the Default and Administrator profiles.
    2. Learn more about the Profile setting on pages 3-4.
    3. After selecting an available Profile from the dropdown menu, resources for that Profile will be automatically ticked in the list of rights and permissions on screen.
    4. Create a new Profile by typing a name for the profile and ticking permissions for resources the Profile will have access to.
  9. Click the “SAVE” button at the bottom of the page. Your user will be added to the platform. You will be returned to the user list.

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