Create User(s)

Create User(s)

Step 1: Access the Users Section

From the Home page, select Users from either the left menu or the Users tile.

Step 2: Create a New User

Click CREATE USER.


Step 3: Enter the User’s Email Address

Type in the user’s email address, then select Search to ensure the user does not already exist in the platform.

Step 4: Provide User Details

  1. Enter the First and Last name.
  2. Enable Generate Password and send email with login credentials if preferred.
  3. Select SAVE to finalize, additionally you can select the option to Generate a password and send and e-mail to the user to facilitate their access.


Step 5: Review the New User Profile

You will be redirected to the user’s profile page, where you can make any additional edits as needed.



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