Adding Users (Client Administrators only)

To create a new user:

  1. Navigate to the Users tab on the client administration User Management screen (Client Administration > Users).
  2. If necessary, click New User to the right of the name fields to clear these fields.
  3. Enter the forename of the new user in the first field and the surname in the second field.
  4. Enter the new user's email address.

    Note: Each user must have a unique email address. It is not possible therefore to have two users with the same email address.

  5. Select the group, if any, to which to assign the user.
  6. Select the user level for the new user.
  7. Click Add. The new user will receive an email link from which they will be able to set their password and access the system.

Related Topics

  1. Deleting Users (Client Administrators)
  2. Resetting User Passwords (Client Administrators)
  3. Viewing/Amending User Properties (Client Administrators)