Create a new user

Qualifiers

  1. A new staff member needs access to the system.

  2. The new user has been advised of the system URL separately.

Reset a password

  1. Go to System / Users

  2. Click New button

  3. Role - select the appropriate role from the available list

  4. User Login - enter a short login for the user. Make the unique and clearly identifiable as this user, because the login is often shown in lists and alerts.

  5. Password - click on the key icon to issue a temporary password.

  6. Name - enter the user's name

  7. Email - enter the user's email address

  8. Click Create button

  9. Click Send Password button

What does the user do next?

  1. The user will receive the password email

  2. They can then use the URL to go to the Login screen

  3. They are navigated to the Home screen where they are required to change their password.