Setting up Users

Modified on Wed, 16 Jul at 2:43 PM


The Users Admin section is where Users are set up and assigned their Roles. It will only be accessible by users with the Client Administrator role.


New User

To create a new User open the Users screen and click on Add. The First Name, Last Name, Email and Type are required fields. 

If the Automatic save of layout button is switched on then the user will be able to change the layout of data entry screens and this will be saved until either it is changed again or the Back to Original View is selected:

Roles

Once this information has been saved then the new user can have their Roles added by clicking on the Roles tab at the top of the new user details. Switch on whichever roles are required then Save.






Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article