Accessing Users
Step 1: Accessing Users
1. Go to “Administration” on the menu bar, then select “Security” and then “Users”
Adding a User
Step 2: Adding a User
1. Select “New” at the top tool bar.
2. In the User Details page, enter in the required information (in bold):
- Code (user’s login name), First Name, Last Name, Home Department, Email Address & Password.
3. Select “New” at the top of the User Details page.
Company Access Roles
Step 3: Adding Company Access Roles
1. Go to the bottom half of the screen to User Access Privileges Assignments.
2. Highlight the appropriate company access role(s) from the Available Roles area and click the Right arrow button. Once the role(s) have been pulled into the Selected Roles area click OK.
3. Select “Update” at the top of the screen.
System Access Roles
Step 4: Adding System Access Roles
1. Go to the System Access Roles section at the bottom half of the screen. Select “update”.
2. Highlight the appropriate system access role(s) from the Available Roles area and click the Right arrow button. Once the role(s) have been pulled into the Selected Roles area click OK.
3. Select “Update” at the top of the screen.
