Adding a New User

Adding a New User

Process for Adding a New User

  1. Go to Add a New User
  2. Add a User ID eg.”SAM”
  3. Add a User Name eg.”Sam Smith”
  4. Add a Password of eight characters or more with upper and lower case letters, numbers and a special character
  5. Confirm Password
  6. Click Save
  7. The next screen will show you roles that you can append to the new user. Select which roles are applicable for the User (you can select multiple roles) and click Save. Examples include:
    • Administrator’ has the top level of permissions across the software
    • ‘System Viewer’ has permissions which relate to viewing information
    • ‘Document Producer’ has permissions which relate to printing documents

Related Help:

User Roles and Permissions

Control Permissions for Users

We also have a presentation on setting up user permissions, please email us for access.

Last updated March 2024
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