Setup a New User

Adding a new system user is a 2 step process:

  1. Create the User (Username,  name and email)
  2. Add the new user to a Role (SalesRep,  Management  etc)

Create User

The steps to create a new user are as follows:

  1. Navigate to your name -->  Admin
  2. Click "User Management"  (upper left)
  3. Click "Create"  (upper right)
  4. Type in User name,  first and last name,  email address
  5. Click blue "Save" button

Assign a Role

To assign a Role to a User follow these steps:

  1. Navigate  your name -->  Admin
  2. Click on "Role Management"  (upper right)
  3. Click on the Role you want to assign
  4. You will see a long list of Module Names and Access.
  5. SCROLL Down until you see the list of Users who have this Role
  6. Click on "Select"
  7. A popup appears with a list of Users.
  8. Click on the User.   The popup closes and the User appears in the list.