How To: Add a New User

Created by Maddie Bovi, Modified on Wed, 7 Aug at 10:10 AM by Maddie Bovi


Steps to Add a New User


Step 1: Create a new employee record

  • Add First and Last Name
  • Add an email address (used for login purposes)


Step 2: Under the Access Subtab, check "Give Access"


Step 3: Check "Manually Assign or Change Password"


Step 4: Enter a Password and Confirm Password


Step 5: Check "Require Password Change on Next Login"


Step 6: Add a role on the sublist


Step 7: Click "Save" on the Employee Record


The User will now be able to login using the email and password assigned. The User should change their password upon login.




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