Select Page

Add New Users


 

1. From the Admin/Profile menu, go to “User Management” (orange arrow in screenshot below)
 

 

2. Click “Add User” Button, fill in the new User’s information.

 
 

3. Create User Name and Password.
**IMPORTANT No “New User email” is sent out at the time of creation. The User Admin may either give the person their User Name/Password in person or via their own personal email OR they can click the Reset Password Link after creating the new User (which then generates an internal email.)

 
 

4. Select new User’s “Role.” (Client Admin- all permissions; Power User- all permissions except creating new Users; Client User- limited to only run transactions)

 
 

5. Once Name, User Name, Password, Email, and Role have been added, select “Save” at the bottom of the screen.
 
6. No “New User email” is sent out at the time of creation. The User Admin may either give the person their User Name/Password in person or via their own personal email OR they can click the Reset Password Link after creating the new User (which then generates an internal email)