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1. To create a user, go to Administration → Users.
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.
4. After updating permissions and permission levels as well as creating a password, click Save.
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.
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