Creating new users and changing someones name

If you have a new user start in your agency, you can add an account for them if there's a license available.  

This article includes: 

Creating new users

  1. Click Tools on the main toolbar
  2. On the side menu, under System Tools, click System Administration
  3. Click Group Users
  4. Click Create New
  5. Enter the details of the new user
    1. Email Address will be used for their username
    2. Password
    3. Confirm password
    4. Title
    5. Forename
    6. Surname
    7. Short User Code (usually first letter or the forename and surname, e.g. JSmith)
    8. Job title
    9. Default Branch
  6. Click Create

Once created, you need to assign user roles for the new user.  

 Warning

If you don't create user roles, they will not be able to login

  1. Select which of the Product Roles and Group Roles are appropriate
  2. Click Save

Changing someones name

If someone in the branch needs their name changing, either it's misspelled or they get married or divorced, a System Administrator can change the name.

  1. Click Tools on the main toolbar
  2. On the side menu, under System Tools, click System Administration
  3. Click Group Users
  4. Click Edit alongside the user you need to change the name for
    1. You can use the search feature if needed
  5. Change the required fields
    1. Remember to change the Email Address if needed
  6. Click Save

Related articles: 

How do I unlock a user account?

Deactivating and reactivating user accounts

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