Users: Add a New User

Shannon Mitchell Updated by Shannon Mitchell

To view a user profile:

The Users page lists all the users for a company. To access the Users page:

  1. As an admin, click on the Main Menu ().
  2. Click on the Admin > Users link.
  3. Click on the Edit icon () to the right of the user whose profile you want to change.

Add a New User

To add a new user to a company:

  1. As an admin, click on the Main Menu ().
  2. Click on the Admin > Users link.
  3. Click on the ADD USER button.
  4. Add the user’s first name, last name and email address (required fields).

    IMPORTANT: The email address entered will be the user’s username.
  5. Change the user’s default language, if necessary.
  6. Select the user’s role. For more information, visit My Profile: Roles and Permissions.
  7. Click on the CREATE button.

IMPORTANT: Exiting the page or clicking on the Close icon (X) closes the New User dialogue window without saving any information.

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