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  1. Select + Add from User screen.

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  2. Fill out all required fields as indicated by an asterisk*.

  3. Enter street User Name.

  4. Enter Display Name.  

  5. Verify Email.

  6. Leave Is Active checked. 

  7. Enter Password twice.

  8. Select Security Role. Do not select Developer. More information is below.

  9. Select Save.

Note: When setting up new users use a generic password as they will be prompted to reset the first time they login.

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Field

Definition

Field

Definition

User Name

Name used to login.  No spaces.

Is Active

Uncheck if user is no longer active.  Do not delete User.

Display Name

Name that displays when logged in to system.

Password

7 characters at least 1 letter and 1 number.

Email

 Users

Users email address

for resetting passwords

.

Security Roles

Select the

apropriate

appropriate role based on what the user’s job function.

Status
colourRed
titleFirst Published 04/27/2021

Status
colourBlue
titleEdited 04/27/2021

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