Set Up Users in the System

Access the Admin Menu in the sidebar menu and navigate to the User Security screen

Click the +New button to begin

• Select Single User from the small popup screen
• Enter this user’s information and permissions for each module
• Assign an initial password that you will send to the user after you have finished this setup
• Remember to click the Save User button when you are finished, and then close the screen

Maintain Users in the System

You can revise an end user’s permissions:

• Click the Edit/Pencil icon to update an end user’s permissions
• Click the Copy icon to duplicate the user access for another user
• Click the Tools/User Preferences icon to update individual preferences
• Click the Deactivate/user icon to stop user access for this end user
• Click the Trash Can/Delete icon to remove all access for this end user