Add user

TABLE OF CONTENTS

• Step 1: Navigate to the Users module and Users sub-module.
• Step 2: Click the 'Add' button to start the Add User wizard.
• Step 3: Basics wizard page
• Step 4: Roles, Groups & Crews wizard page
• Step 5: Company & Sites wizard page
• Step 6: Save to finish and create user

Step 1: Navigate to the Users module and Users sub-module.

Step 2: Click the 'Add' button to start the Add User wizard.

Step 3: Basics wizard page

Basics: Add the user details as shown in the 'User Basics' wizard page. 

• You can have the system automatically create a password for you, or you can create your own. 
• Select 'Require this user to change their password on first sign' for an additional layer of user protection.
• You can also select to have the users login and password emailed.  
• Click'Next' to continue.

Step 4: Roles, Groups & Crews wizard page

Roles, Groups & Crews: Select a single or multiple roles, group and or crew. You must select a minimum of 1 role, or 1 group to continue. Selections made here will determine the users privileges.  

Step 5: Company & Sites wizard page

Company & Sites: Select the company and sites the user will have access to.  In the event that a user has access to multiple companies and sites, by selecting a default company and site, on login the user will be navigated to these defaults. What you see here will be determined by multiple factors, these are:

• The company's licensing agreement
• The company structure
• The Administrator adding the users privileges and site access.  

If the required company or sites are not listed, please contact your 'Company Administrator'

Step 6: Save to finish and create user