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Creating New Users

Quick Steps to Create a New User

  1. Select the Users tile from the Dashboard.
  2. Select Create.
  3. Complete the required fields in the User Information panel.
  4. Required Fields are Full Name, Email Address, Country, and Time Zone; complete these fields and select Next.
  5. Choose the Accounts to associate with this user; select Next.
  6. Choose Roles; select Next (double clicking a role will add it to the assigned roles).
  7. An email will be sent to the user who created the new user to the new user to confirm their email address and create a password.

User - Create

User Information - Required Fields
Search Accounts - Next

Add Selected - Submit
New User Email

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