Adding Users

Last Updated: Apr 12, 2017 01:04PM CDT

Users are people who have access to login and use the software. The number of users you can enter in the system depends on the level you have purchased. If you need additional users, you can upgrade by going to the Billing tab in the Admin Module.

To add a new user:

  1. Navigate to the Admin Module -> Setup -> Getting Started -> Users page.
  2. Click New User.
  3. Fill out the information for the new user.
  4. Click Save.

To edit an existing user:

  1. Navigate to the Admin Module -> Setup -> Getting Started -> Users page.
  2. Click on the User you wish to edit.
  3. Make any needed changes to the user information.
  4. Click Save.

Modules

The modules check boxes allow you to give each user access to the different modules within the software. By checking the box that user will be able to use that module. The Default drop down list allows you to specify the user's default module (the one they will see when they first login).

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