Add a User

To add a new user

1. On the main menu, click Users. The list of users with their name, respective role, creation date, and creator name displays on the main page.

2. To change how the information is presented (list or grid view), click the view buttons at the top of the users list.

   • List view

     

   • Grid view

     

     The default view is the list view.

3. Click the Add User button in the upper right. The Add User page opens.

   

4. Under General Information, enter the account details of the user:

   • Username

   • First, middle, and last name

   • Gender

   • Contact numbers (at least one is required)

5. Under Account Details, enter the account security details:

   • Email: this is a required field.

   • Security Questions Count: the number (1-3) of security questions that must be answered.

6. Under Roles, assign one or more roles to the user. For more information about assigning roles, refer to Assign Roles to Users.

7. Under Contacts, select a contact to associate the user with. If the contact isn't listed, you can edit the user later after the contact has been created to select it.

8. Under Address, enter the following required fields:

   • Address Line 1

   • Apartment/Suite

   • Country

   • State/Province

   • City

   • Postal Code: also known as Zip Code in some regions

9. Click Locate to populate the map with the location and fill in the latitude and longitude.

10. Click Save.