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1. To create a user, go to Administration → Users.

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2. Click New and enter the name and email address and click Save.

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4. In the following section, you can adjust permission levels such as user having the ability to view invoices but unable to delete or a user with access to view jobs but unable to edit and delete.




3. Once you're done To create a password, click Change Password and enter the details in Password Field and Confirm Password field. Once done, click Save.

Note: Make sure that password criteria are met when setting up a password.

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4. After updating permissions and permission levels as well as creating a password, click Save.Image Removed

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5. Provide the username and password to the user and depending on role assigned and permissions, password can be changed once logged in.


We've now completed the steps in Creating a New User.


Note: To enable mobile access please see How to add Mobile User and Grant Permissions user guide.

User Web Roles

How to add Mobile /Scheduler UserUser and Grant Permissions 

How to Reset Password