Setting up a New User Account

Users with the "System Administrator" role are able to add and amend users. For instructions on how to add a new user, please see below:


1. Navigate to the "Directory"-->"Company People Directory" and select the company marked with "System Owner"


2. Select the office you would like to add the new person to and then select "Add Person"



3. Fill in the details for the person and select "Save"



4. Select "Actions"-->"Create User Account"



5. Select the user roles and select "Save"



Once the user account has been created, the user will receive an email to verify the account. Once the account has ben created, the user should follow the Password Recovery steps to set up a password. 


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