How to Add a User

How to Add a User

Follow the steps to add a new User on a Customer account

  1. Navigate to User Interface
  2. Click Add Button
  3. Enter First Name (required)
  4. Enter Last Name (Required)
  5. Enter Email (Required) -> This email is their login.
  6. Choose Roles for the new Login (If Applicable)
  7. Choose one of the Following for Passwords
    • Enter and Reenter a pre-authorized password for the Login
    • Checkmark Change Password ( Sends an email temporary login with a one-time password)
  8. Check or Uncheck Email confirmation for Login
  9. Click Add Button to complete Login creation
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