Create a User

Administrator Users have the ability to create additional user access for other team members.

  • To create a new user begin in the Settings area.
  • Click on Users.
  • Use the Filters to search for specific users and/or filter to users of specific Role type.
  • In the Users area click Add User
  • Enter the new user’s information.
    • First Name
    • Last Name
    • Email Address - This should be the User’s work email address.
    • Select the Role - Roles may be predefined by the system or created specifically to fit an organization’s needs. 
    • Scope - These are the areas a user can access based on Location and Access Tag assignment.
  • Click ADD.
  • An email will now be sent to the new user prompting them to complete their registration.

  • The new user will click the LINK in the email to complete the account registration. The new user will enter their desired password, confirm the entered password, and click REGISTER.
  • The new user will receive confirmation on screen that the account was created and be prompted to login.