Click the Add New User Account item in the left menu. Follow the prompts for adding a single user or use the Excel form to add a list of users all at once. The Excel document itself contains instructions.
Creating a New User With Online Form
- Click the Add New User link in the left menu
- Enter first name, last name, and email (email address is optional but makes password recovery easier)
- Choose the password delivery method
- Select the type of user
- Select the timezone (select daylight savings time or none)
- Set the access level
- Select to whom the user reports
- Select which of the primary features you want the user to have access to
Clicking Save New User displays a green banner with the user’s username and password. The system always assigns a numeric user ID but the user may also use his email address if one was entered. You will get a confirmation email with the login information.